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 | $289,015 | $162,781+77.5% | $133,956+115.8% | $158,922+81.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.77% | 41.94%-27.2pp | 45.09%-30.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $10,213 | $4,975+105.3% | $3,919+160.6% | $4,761+114.5% |
| Participant deferral / active EE | $6,324 | $5,911+7.0% | $5,048+25.3% | $5,982+5.7% |
| Admin fee / account holder | $2,359 | $11,736-79.9% | $8,927-73.6% | $11,246-79.0% |