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 | $498,384 | $93,024+435.8% | $77,024+547.1% | $134,475+270.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.41% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,513 | $3,418-26.5% | $2,812-10.7% | $4,740-47.0% |
| Participant deferral / active EE | $26,982 | $5,238+415.1% | $4,426+509.6% | $6,400+321.6% |
| Admin fee / account holder | $2,827 | $6,944-59.3% | $5,425-47.9% | $11,426-75.3% |