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 | $295,864 | $107,334+175.6% | $92,893+218.5% | $152,861+93.6% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 27.42% | 145.58%-118.2pp | 109.41%-82.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $9,519 | $4,221+125.5% | $3,653+160.6% | $4,762+99.9% |
| Participant deferral / active EE | $10,146 | $4,845+109.4% | $4,236+139.5% | $5,850+73.4% |
| Admin fee / account holder | $18,701 | $7,079+164.2% | $5,794+222.8% | $11,596+61.3% |