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 | $276,904 | $118,680+133.3% | $98,907+180.0% | $158,922+74.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 17.40% | 372.35%-354.9pp | 196.43%-179.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $9,248 | $3,333+177.5% | $2,689+243.9% | $4,761+94.2% |
| Participant deferral / active EE | $11,704 | $5,088+130.0% | $4,244+175.8% | $5,982+95.6% |
| Admin fee / account holder | $1,489 | $10,131-85.3% | $6,642-77.6% | $11,246-86.8% |