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 | $432,021 | $185,822+132.5% | $169,993+154.1% | $139,434+209.8% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 5.90% | 60.50%-54.6pp | 53.37%-47.5pp | 372.94%-367.0pp |
| Employer contribution / active EE | $21,174 | $7,590+179.0% | $6,785+212.1% | $4,751+345.7% |
| Participant deferral / active EE | $10,683 | $11,622-8.1% | $10,408+2.7% | $6,710+59.2% |
| Admin fee / account holder | $11,665 | $15,381-24.2% | $12,815-9.0% | $11,403+2.3% |