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 | $264,387 | $101,724+159.9% | $164,813+60.4% | $80,856+227.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 7.43% | 16.72%-9.3pp | 69.93%-62.5pp | 35.59%-28.2pp |
| Employer contribution / active EE | $3,846 | $2,953+30.2% | $4,341-11.4% | $2,755+39.6% |
| Participant deferral / active EE | $9,235 | $4,477+106.3% | $6,031+53.1% | $4,296+115.0% |
| Admin fee / account holder | $5,333 | $8,227-35.2% | $12,690-58.0% | $6,918-22.9% |