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 | $1,144,280 | $201,272+468.5% | $184,203+521.2% | $145,922+684.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.57% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $32,644 | $7,022+364.9% | $6,427+407.9% | $4,660+600.6% |
| Participant deferral / active EE | $18,233 | $9,806+85.9% | $9,131+99.7% | $6,688+172.6% |
| Admin fee / account holder | $2,364 | $16,364-85.6% | $13,901-83.0% | $13,397-82.4% |