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 | $350,849 | $159,602+119.8% | $150,045+133.8% | $142,382+146.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.34% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,560 | $4,961-28.2% | $4,693-24.1% | $4,299-17.2% |
| Participant deferral / active EE | $7,233 | $8,310-13.0% | $7,997-9.6% | $6,507+11.1% |
| Admin fee / account holder | $977 | $14,846-93.4% | $13,435-92.7% | $12,624-92.3% |