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 | $298,250 | $179,726+65.9% | $156,263+90.9% | $142,382+109.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.54% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,529 | $5,069-10.7% | $4,333+4.5% | $4,299+5.3% |
| Participant deferral / active EE | $15,434 | $6,956+121.9% | $6,158+150.6% | $6,507+137.2% |
| Admin fee / account holder | $690 | $17,272-96.0% | $14,255-95.2% | $12,624-94.5% |