Filings through .
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 7-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 | $333,156 | $74,888+344.9% | $71,209+367.9% | $142,382+134.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.45% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $24,352 | $2,854+753.2% | $2,721+795.0% | $4,299+466.4% |
| Participant deferral / active EE | $23,000 | $4,454+416.3% | $4,175+450.9% | $6,507+253.5% |
| Admin fee / account holder | $2,391 | $5,568-57.1% | $5,349-55.3% | $12,624-81.1% |