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 | $672,311 | $197,591+240.3% | $177,821+278.1% | $158,922+323.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.61% | 58.76%-46.1pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $21,132 | $6,697+215.5% | $5,918+257.1% | $4,761+343.8% |
| Participant deferral / active EE | $15,250 | $8,405+81.4% | $7,714+97.7% | $5,982+154.9% |
| Admin fee / account holder | $552 | $15,399-96.4% | $12,427-95.6% | $11,246-95.1% |