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 | $542,415 | $183,519+195.6% | $155,509+248.8% | $145,922+271.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.69% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,543 | $5,313-71.0% | $4,672-67.0% | $4,660-66.9% |
| Participant deferral / active EE | $2,145 | $6,462-66.8% | $5,626-61.9% | $6,688-67.9% |
| Admin fee / account holder | $10,519 | $19,313-45.5% | $15,912-33.9% | $13,397-21.5% |