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 | $404,737 | $117,841+243.5% | $102,423+295.2% | $145,922+177.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.44% | 31.65%-19.2pp | 29.32%-16.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $15,000 | $3,615+315.0% | $3,023+396.1% | $4,660+221.9% |
| Participant deferral / active EE | $12,356 | $5,731+115.6% | $5,053+144.5% | $6,688+84.8% |
| Admin fee / account holder | $32,178 | $13,326+141.5% | $9,451+240.5% | $13,397+140.2% |