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 9-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 | $650,947 | $185,822+250.3% | $169,993+282.9% | $139,434+366.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.47% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $5,300 | $7,590-30.2% | $6,785-21.9% | $4,751+11.6% |
| Participant deferral / active EE | $12,357 | $11,622+6.3% | $10,408+18.7% | $6,710+84.2% |
| Admin fee / account holder | $53,925 | $15,381+250.6% | $12,815+320.8% | $11,403+372.9% |