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 | $301,578 | $209,832+43.7% | $189,513+59.1% | $167,490+80.1% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 20.38% | 748.27%-727.9pp | 555.15%-534.8pp | 478.56%-458.2pp |
| Employer contribution / active EE | $4,517 | $6,914-34.7% | $6,162-26.7% | $4,837-6.6% |
| Participant deferral / active EE | $10,765 | $8,935+20.5% | $8,221+30.9% | $6,341+69.8% |
| Admin fee / account holder | $57,099 | $14,293+299.5% | $12,045+374.0% | $12,309+363.9% |