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 | $350,147 | $159,602+119.4% | $150,045+133.4% | $142,382+145.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.81% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $15,231 | $4,961+207.0% | $4,693+224.5% | $4,299+254.3% |
| Participant deferral / active EE | $11,666 | $8,310+40.4% | $7,997+45.9% | $6,507+79.3% |
| Admin fee / account holder | $1,421 | $14,846-90.4% | $13,435-89.4% | $12,624-88.7% |