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 | $289,370 | $115,770+150.0% | $101,248+185.8% | $158,922+82.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.43% | 56.14%-53.7pp | 46.47%-44.0pp | 302.83%-300.4pp |
| Employer contribution / active EE | $6,307 | $4,175+51.1% | $3,660+72.4% | $4,761+32.5% |
| Participant deferral / active EE | $3,667 | $4,957-26.0% | $4,370-16.1% | $5,982-38.7% |
| Admin fee / account holder | $2,650 | $7,245-63.4% | $5,945-55.4% | $11,246-76.4% |