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 | $470,675 | $118,680+296.6% | $98,907+375.9% | $158,922+196.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.18% | 372.35%-352.2pp | 196.43%-176.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $20,142 | $3,333+504.3% | $2,689+649.1% | $4,761+323.0% |
| Participant deferral / active EE | $14,761 | $5,088+190.1% | $4,244+247.8% | $5,982+146.7% |
| Admin fee / account holder | $32,395 | $10,131+219.8% | $6,642+387.8% | $11,246+188.1% |