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 8-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 | $451,667 | $87,540+416.0% | $75,781+496.0% | $125,391+260.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.66% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $7,649 | $3,930+94.6% | $3,323+130.2% | $4,866+57.2% |
| Participant deferral / active EE | $24,000 | $4,229+467.5% | $3,651+557.3% | $5,352+348.5% |
| Admin fee / account holder | $3,592 | $6,502-44.8% | $5,299-32.2% | $9,540-62.3% |