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 | $537,169 | $165,335+224.9% | $149,696+258.8% | $158,922+238.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.62% | 348.15%-338.5pp | 276.60%-267.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,447 | $5,103-32.4% | $4,644-25.8% | $4,761-27.6% |
| Participant deferral / active EE | $9,613 | $7,181+33.9% | $6,842+40.5% | $5,982+60.7% |
| Admin fee / account holder | $33,848 | $10,807+213.2% | $9,309+263.6% | $11,246+201.0% |