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 | $589,570 | $209,411+181.5% | $178,490+230.3% | $158,922+271.0% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 24.33% | 188.75%-164.4pp | 151.07%-126.7pp | 302.83%-278.5pp |
| Employer contribution / active EE | $8,894 | $5,706+55.9% | $5,011+77.5% | $4,761+86.8% |
| Participant deferral / active EE | $5,056 | $5,954-15.1% | $5,202-2.8% | $5,982-15.5% |
| Admin fee / account holder | $5,290 | $17,074-69.0% | $13,984-62.2% | $11,246-53.0% |