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 | $377,881 | $117,381+221.9% | $99,443+280.0% | $152,861+147.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | -5.15% | 31.87%-37.0pp | 30.72%-35.9pp | 345.32%-350.5pp |
| Employer contribution / active EE | $24,000 | $3,013+696.6% | $2,540+845.0% | $4,762+404.0% |
| Participant deferral / active EE | $6,525 | $4,086+59.7% | $3,619+80.3% | $5,850+11.5% |
| Admin fee / account holder | $2,912 | $7,631-61.8% | $6,250-53.4% | $11,596-74.9% |