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 | $283,790 | $117,841+140.8% | $102,423+177.1% | $145,922+94.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.44% | 31.65%-6.2pp | 29.32%-3.9pp | 561.29%-535.8pp |
| Employer contribution / active EE | $7,298 | $3,615+101.9% | $3,023+141.4% | $4,660+56.6% |
| Participant deferral / active EE | $8,490 | $5,731+48.1% | $5,053+68.0% | $6,688+26.9% |
| Admin fee / account holder | $10,134 | $13,326-24.0% | $9,451+7.2% | $13,397-24.4% |