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 | $288,683 | $150,187+92.2% | $120,354+139.9% | $145,922+97.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 15.86% | 154.07%-138.2pp | 107.15%-91.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $21,229 | $4,348+388.3% | $3,463+513.1% | $4,660+355.6% |
| Participant deferral / active EE | $13,875 | $6,173+124.8% | $4,991+178.0% | $6,688+107.5% |
| Admin fee / account holder | $6,666 | $12,207-45.4% | $9,423-29.3% | $13,397-50.2% |