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 | $513,752 | $115,770+343.8% | $101,248+407.4% | $158,922+223.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.70% | 56.14%-36.4pp | 46.47%-26.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $4,215 | $4,175+1.0% | $3,660+15.2% | $4,761-11.5% |
| Participant deferral / active EE | $14,125 | $4,957+184.9% | $4,370+223.2% | $5,982+136.1% |
| Admin fee / account holder | $1,117 | $7,245-84.6% | $5,945-81.2% | $11,246-90.1% |