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 8-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 | $318,653 | $74,888+325.5% | $71,209+347.5% | $142,382+123.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.56% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $13,200 | $2,854+362.5% | $2,721+385.1% | $4,299+207.0% |
| Participant deferral / active EE | $11,750 | $4,454+163.8% | $4,175+181.4% | $6,507+80.6% |
| Admin fee / account holder | $4,240 | $5,568-23.9% | $5,349-20.7% | $12,624-66.4% |