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 | $350,114 | $127,100+175.5% | $105,738+231.1% | $135,375+158.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.55% | 4.49%-13.0pp | 6.27%-14.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $23,320 | $4,107+467.8% | $3,268+613.5% | $4,779+388.0% |
| Participant deferral / active EE | $8,000 | $5,064+58.0% | $4,080+96.1% | $5,609+42.6% |
| Admin fee / account holder | $32,319 | $9,087+255.7% | $6,913+367.5% | $10,827+198.5% |