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 | $486,024 | $99,918+386.4% | $81,382+497.2% | $145,922+233.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 26.80% | 34.32%-7.5pp | 24.73%+2.1pp | 561.29%-534.5pp |
| Employer contribution / active EE | $3,063 | $2,978+2.9% | $2,463+24.4% | $4,660-34.3% |
| Participant deferral / active EE | $7,029 | $4,605+52.6% | $3,883+81.0% | $6,688+5.1% |
| Admin fee / account holder | $4,495 | $8,212-45.3% | $5,768-22.1% | $13,397-66.5% |