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 | $297,504 | $98,240+202.8% | $82,313+261.4% | $147,584+101.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.42% | 30.85%-13.4pp | 25.88%-8.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $13,535 | $3,192+324.1% | $2,428+457.4% | $4,876+177.6% |
| Participant deferral / active EE | $8,000 | $4,383+82.5% | $3,706+115.9% | $5,439+47.1% |
| Admin fee / account holder | $2,379 | $8,563-72.2% | $5,608-57.6% | $10,885-78.1% |