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 | $348,812 | $117,841+196.0% | $102,423+240.6% | $145,922+139.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.90% | 31.65%-22.8pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $7,500 | $3,615+107.5% | $3,023+148.1% | $4,660+61.0% |
| Participant deferral / active EE | $8,473 | $5,731+47.9% | $5,053+67.7% | $6,688+26.7% |
| Admin fee / account holder | $780 | $13,326-94.2% | $9,451-91.8% | $13,397-94.2% |