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 | $441,645 | $159,602+176.7% | $150,045+194.3% | $142,382+210.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.43% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,187 | $4,961-55.9% | $4,693-53.4% | $4,299-49.1% |
| Participant deferral / active EE | $3,478 | $8,310-58.2% | $7,997-56.5% | $6,507-46.6% |
| Admin fee / account holder | $4,188 | $14,846-71.8% | $13,435-68.8% | $12,624-66.8% |