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 | $636,691 | $124,281+412.3% | $109,143+483.4% | $167,490+280.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.10% | 26.04%-22.9pp | 25.75%-22.7pp | 478.56%-475.5pp |
| Employer contribution / active EE | $24,358 | $4,207+478.9% | $3,722+554.4% | $4,837+403.5% |
| Participant deferral / active EE | $17,554 | $5,255+234.0% | $4,653+277.3% | $6,341+176.8% |
| Admin fee / account holder | $17,520 | $7,970+119.8% | $6,752+159.5% | $12,309+42.3% |