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 | $280,423 | $114,047+145.9% | $96,139+191.7% | $167,490+67.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 10.32% | 189.88%-179.6pp | 191.94%-181.6pp | 478.56%-468.2pp |
| Employer contribution / active EE | $4,076 | $3,427+18.9% | $2,797+45.7% | $4,837-15.7% |
| Participant deferral / active EE | $10,466 | $5,194+101.5% | $4,349+140.7% | $6,341+65.0% |
| Admin fee / account holder | $29,441 | $6,897+326.9% | $5,537+431.7% | $12,309+139.2% |