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 | $275,650 | $150,440+83.2% | $136,294+102.2% | $147,584+86.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.36% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,740 | $5,256-47.9% | $4,695-41.6% | $4,876-43.8% |
| Participant deferral / active EE | $5,683 | $6,630-14.3% | $6,247-9.0% | $5,439+4.5% |
| Admin fee / account holder | $2,425 | $10,905-77.8% | $9,243-73.8% | $10,885-77.7% |