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 | $252,805 | $217,402+16.3% | $185,823+36.0% | $167,490+50.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.78% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,342 | $5,873-43.1% | $5,167-35.3% | $4,837-30.9% |
| Participant deferral / active EE | $8,339 | $6,356+31.2% | $5,568+49.8% | $6,341+31.5% |
| Admin fee / account holder | $3,585 | $19,811-81.9% | $16,237-77.9% | $12,309-70.9% |