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 | $257,887 | $159,602+61.6% | $150,045+71.9% | $142,382+81.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 4.04% | 70.24%-66.2pp | 62.55%-58.5pp | 217.08%-213.0pp |
| Employer contribution / active EE | $3,854 | $4,961-22.3% | $4,693-17.9% | $4,299-10.3% |
| Participant deferral / active EE | $11,587 | $8,310+39.4% | $7,997+44.9% | $6,507+78.1% |
| Admin fee / account holder | $2,819 | $14,846-81.0% | $13,435-79.0% | $12,624-77.7% |