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 | $287,905 | $69,207+316.0% | $64,056+349.5% | $139,434+106.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.03% | 45.88%-22.8pp | 33.69%-10.7pp | 372.94%-349.9pp |
| Employer contribution / active EE | $10,333 | $3,182+224.7% | $2,747+276.2% | $4,751+117.5% |
| Participant deferral / active EE | $7,907 | $4,682+68.9% | $3,880+103.8% | $6,710+17.8% |
| Admin fee / account holder | $2,785 | $4,244-34.4% | $3,068-9.2% | $11,403-75.6% |