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 | $293,550 | $138,044+112.6% | $125,339+134.2% | $134,475+118.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.71% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,576 | $5,243-12.7% | $4,814-4.9% | $4,740-3.4% |
| Participant deferral / active EE | $13,323 | $7,799+70.8% | $7,446+78.9% | $6,400+108.2% |
| Admin fee / account holder | $2,364 | $11,571-79.6% | $10,010-76.4% | $11,426-79.3% |