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 | $502,974 | $152,587+229.6% | $125,175+301.8% | $152,861+229.0% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 25.67% | 54.84%-29.2pp | 43.79%-18.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $4,627 | $4,946-6.5% | $3,865+19.7% | $4,762-2.8% |
| Participant deferral / active EE | $10,031 | $5,868+70.9% | $4,937+103.2% | $5,850+71.5% |
| Admin fee / account holder | $22,663 | $13,434+68.7% | $9,702+133.6% | $11,596+95.4% |