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 | $290,622 | $110,094+164.0% | $151,611+91.7% | $68,494+324.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.37% | -10.12%-10.3pp | 3.33%-23.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $13,606 | $4,471+204.4% | $6,166+120.7% | $2,596+424.1% |
| Participant deferral / active EE | $11,944 | $6,527+83.0% | $8,363+42.8% | $4,027+196.6% |
| Admin fee / account holder | $17,463 | $7,719+126.2% | $11,616+50.3% | $5,403+223.2% |