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 | $301,370 | $210,648+43.1% | $177,989+69.3% | $145,922+106.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.28% | 385.86%-373.6pp | 294.48%-282.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $14,658 | $4,565+221.1% | $3,949+271.2% | $4,660+214.6% |
| Participant deferral / active EE | $1,306 | $6,958-81.2% | $6,276-79.2% | $6,688-80.5% |
| Admin fee / account holder | $9,550 | $12,013-20.5% | $10,363-7.8% | $13,397-28.7% |