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 | $431,085 | $109,982+292.0% | $97,226+343.4% | $145,922+195.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.65% | 242.90%-229.3pp | 75.13%-61.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $19,016 | $3,084+516.6% | $2,729+596.9% | $4,660+308.1% |
| Participant deferral / active EE | $14,906 | $4,676+218.8% | $4,264+249.6% | $6,688+122.9% |
| Admin fee / account holder | $3,160 | $6,221-49.2% | $5,654-44.1% | $13,397-76.4% |