See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,547 | $167,307+82.0% | $143,757+111.8% | $134,475+126.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.76% | 0.46%-21.2pp | -0.04%-20.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,336 | $5,619-40.6% | $4,951-32.6% | $4,740-29.6% |
| Participant deferral / active EE | $5,013 | $6,446-22.2% | $5,637-11.1% | $6,400-21.7% |
| Admin fee / account holder | $3,254 | $18,088-82.0% | $14,673-77.8% | $11,426-71.5% |