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 | $268,136 | $159,602+68.0% | $150,045+78.7% | $142,382+88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.36% | 70.24%-64.9pp | 62.55%-57.2pp | 217.08%-211.7pp |
| Employer contribution / active EE | $21,792 | $4,961+339.3% | $4,693+364.3% | $4,299+406.9% |
| Participant deferral / active EE | $11,567 | $8,310+39.2% | $7,997+44.6% | $6,507+77.8% |
| Admin fee / account holder | $2,198 | $14,846-85.2% | $13,435-83.6% | $12,624-82.6% |