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 | $335,595 | $209,411+60.3% | $178,490+88.0% | $158,922+111.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.67% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,320 | $5,706-76.9% | $5,011-73.7% | $4,761-72.3% |
| Participant deferral / active EE | $8,759 | $5,954+47.1% | $5,202+68.4% | $5,982+46.4% |
| Admin fee / account holder | $80,169 | $17,074+369.5% | $13,984+473.3% | $11,246+612.9% |