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 | $314,131 | $176,056+78.4% | $159,436+97.0% | $167,490+87.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.92% | 331.75%-319.8pp | 263.57%-251.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $8,896 | $5,297+67.9% | $4,829+84.2% | $4,837+83.9% |
| Participant deferral / active EE | $6,851 | $7,750-11.6% | $7,352-6.8% | $6,341+8.0% |
| Admin fee / account holder | $9,694 | $12,554-22.8% | $10,799-10.2% | $12,309-21.2% |