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 | $538,908 | $110,809+386.3% | $86,874+520.3% | $167,490+221.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.39% | 116.98%-102.6pp | 63.52%-49.1pp | 478.56%-464.2pp |
| Employer contribution / active EE | $9,550 | $3,244+194.4% | $2,495+282.7% | $4,837+97.4% |
| Participant deferral / active EE | $19,296 | $4,546+324.5% | $3,699+421.7% | $6,341+204.3% |
| Admin fee / account holder | $2,582 | $8,415-69.3% | $5,828-55.7% | $12,309-79.0% |