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 | $728,373 | $107,934+574.8% | $91,989+691.8% | $152,861+376.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 9.26% | 89.24%-80.0pp | 69.02%-59.8pp | 345.32%-336.1pp |
| Employer contribution / active EE | $23,224 | $4,210+451.7% | $3,452+572.8% | $4,762+387.7% |
| Participant deferral / active EE | $4,000 | $6,364-37.1% | $5,923-32.5% | $5,850-31.6% |
| Admin fee / account holder | $27,420 | $10,520+160.7% | $7,743+254.1% | $11,596+136.5% |