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 | $269,462 | $162,781+65.5% | $133,956+101.2% | $158,922+69.6% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 0.91% | 41.94%-41.0pp | 45.09%-44.2pp | 302.83%-301.9pp |
| Employer contribution / active EE | $21,491 | $4,975+331.9% | $3,919+448.4% | $4,761+351.4% |
| Participant deferral / active EE | $7,593 | $5,911+28.5% | $5,048+50.4% | $5,982+26.9% |
| Admin fee / account holder | $23,142 | $11,736+97.2% | $8,927+159.2% | $11,246+105.8% |