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 9-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 | $258,297 | $165,335+56.2% | $149,696+72.5% | $158,922+62.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.44% | 348.15%-340.7pp | 276.60%-269.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $5,557 | $5,103+8.9% | $4,644+19.7% | $4,761+16.7% |
| Participant deferral / active EE | $7,291 | $7,181+1.5% | $6,842+6.6% | $5,982+21.9% |
| Admin fee / account holder | $26,857 | $10,807+148.5% | $9,309+188.5% | $11,246+138.8% |