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 | $318,786 | $157,256+102.7% | $141,162+125.8% | $152,861+108.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.55% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $15,941 | $5,261+203.0% | $4,735+236.7% | $4,762+234.7% |
| Participant deferral / active EE | $11,374 | $7,109+60.0% | $6,709+69.5% | $5,850+94.4% |
| Admin fee / account holder | $497 | $12,120-95.9% | $10,261-95.2% | $11,596-95.7% |