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 | $303,757 | $176,056+72.5% | $159,436+90.5% | $167,490+81.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 23.92% | 331.75%-307.8pp | 263.57%-239.7pp | 478.56%-454.6pp |
| Employer contribution / active EE | $2,710 | $5,297-48.8% | $4,829-43.9% | $4,837-44.0% |
| Participant deferral / active EE | $17,875 | $7,750+130.6% | $7,352+143.1% | $6,341+181.9% |
| Admin fee / account holder | $1,380 | $12,554-89.0% | $10,799-87.2% | $12,309-88.8% |