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 | $272,502 | $112,096+143.1% | $95,952+184.0% | $158,922+71.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.12% | 171.09%-159.0pp | 91.61%-79.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $9,522 | $3,198+197.8% | $2,541+274.7% | $4,761+100.0% |
| Participant deferral / active EE | $9,937 | $4,784+107.7% | $4,167+138.5% | $5,982+66.1% |
| Admin fee / account holder | $8,608 | $10,130-15.0% | $6,795+26.7% | $11,246-23.5% |