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 | $301,169 | $106,584+182.6% | $101,326+197.2% | $142,382+111.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 8.30% | 36.93%-28.6pp | 36.82%-28.5pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,313 | $3,956-41.5% | $3,665-36.9% | $4,299-46.2% |
| Participant deferral / active EE | $10,407 | $8,297+25.4% | $7,994+30.2% | $6,507+59.9% |
| Admin fee / account holder | $373 | $11,446-96.7% | $11,185-96.7% | $12,624-97.0% |