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 5-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 | $334,608 | $74,888+346.8% | $71,209+369.9% | $142,382+135.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 11.73% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $413 | $2,854-85.5% | $2,721-84.8% | $4,299-90.4% |
| Participant deferral / active EE | $4,642 | $4,454+4.2% | $4,175+11.2% | $6,507-28.7% |
| Admin fee / account holder | $1,224 | $5,568-78.0% | $5,349-77.1% | $12,624-90.3% |