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 | $256,415 | $105,126+143.9% | $94,646+170.9% | $139,434+83.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.72% | 38.03%-26.3pp | 156.71%-145.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,764 | $4,106-32.7% | $3,672-24.7% | $4,751-41.8% |
| Participant deferral / active EE | $6,455 | $7,599-15.1% | $7,418-13.0% | $6,710-3.8% |
| Admin fee / account holder | $883 | $8,984-90.2% | $7,231-87.8% | $11,403-92.3% |