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 8-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 | $813,894 | $227,553+257.7% | $189,557+329.4% | $167,490+385.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.48% | 78.40%-72.9pp | 64.17%-58.7pp | 478.56%-473.1pp |
| Employer contribution / active EE | $19,073 | $5,316+258.8% | $4,412+332.2% | $4,837+294.3% |
| Participant deferral / active EE | $15,717 | $7,002+124.5% | $6,174+154.6% | $6,341+147.8% |
| Admin fee / account holder | $7,903 | $11,878-33.5% | $9,807-19.4% | $12,309-35.8% |