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 | $304,773 | $152,509+99.8% | $117,472+159.4% | $134,475+126.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.43% | 52.99%-74.4pp | 29.74%-51.2pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,045 | $5,571-45.3% | $4,176-27.1% | $4,740-35.8% |
| Participant deferral / active EE | $16,875 | $4,818+250.3% | $4,070+314.6% | $6,400+163.7% |
| Admin fee / account holder | $2,616 | $7,004-62.7% | $5,645-53.7% | $11,426-77.1% |