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 | $260,578 | $99,640+161.5% | $86,436+201.5% | $134,475+93.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.09% | 6782.58%-6805.7pp | 4394.89%-4418.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,331 | $4,400-47.0% | $3,769-38.1% | $4,740-50.8% |
| Participant deferral / active EE | $13,078 | $7,246+80.5% | $6,952+88.1% | $6,400+104.3% |
| Admin fee / account holder | $60,947 | $8,371+628.0% | $6,731+805.5% | $11,426+433.4% |