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 | $326,207 | $165,984+96.5% | $164,813+97.9% | $145,922+123.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 29.15% | 100.03%-70.9pp | 69.93%-40.8pp | 561.29%-532.1pp |
| Employer contribution / active EE | $1,994 | $5,273-62.2% | $4,341-54.1% | $4,660-57.2% |
| Participant deferral / active EE | $9,074 | $6,959+30.4% | $6,031+50.4% | $6,688+35.7% |
| Admin fee / account holder | $718 | $16,648-95.7% | $12,690-94.3% | $13,397-94.6% |