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.)
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 | $271,871 | $108,919+149.6% | $100,391+170.8% | $145,922+86.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.73% | 57.88%-42.2pp | 49.20%-33.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $7,053 | $4,419+59.6% | $3,942+78.9% | $4,660+51.4% |
| Participant deferral / active EE | $8,969 | $8,445+6.2% | $8,082+11.0% | $6,688+34.1% |
| Admin fee / account holder | $5,701 | $9,689-41.2% | $7,899-27.8% | $13,397-57.4% |