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 | $257,977 | $82,286+213.5% | $68,791+275.0% | $134,475+91.8% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -20.74% | -2.19%-18.6pp | -6.38%-14.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,813 | $3,301-45.1% | $2,655-31.7% | $4,740-61.7% |
| Participant deferral / active EE | $7,080 | $4,739+49.4% | $3,941+79.7% | $6,400+10.6% |
| Admin fee / account holder | $2,528 | $6,481-61.0% | $4,932-48.7% | $11,426-77.9% |