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 | $273,562 | $159,901+71.1% | $146,958+86.2% | $145,922+87.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.32% | 98.13%-89.8pp | 418.34%-410.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,497 | $5,286-33.9% | $4,933-29.1% | $4,660-25.0% |
| Participant deferral / active EE | $16,406 | $8,428+94.6% | $8,070+103.3% | $6,688+145.3% |
| Admin fee / account holder | $3,293 | $15,044-78.1% | $12,998-74.7% | $13,397-75.4% |