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 | $525,013 | $142,344+268.8% | $119,609+338.9% | $134,475+290.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.01% | -12.44%-8.6pp | -14.97%-6.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $5,506 | $5,222+5.4% | $4,232+30.1% | $4,740+16.2% |
| Participant deferral / active EE | $12,393 | $6,469+91.6% | $5,602+121.2% | $6,400+93.7% |
| Admin fee / account holder | $1,317 | $13,584-90.3% | $10,323-87.2% | $11,426-88.5% |