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 | $283,523 | $165,984+70.8% | $164,813+72.0% | $145,922+94.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.42% | 100.03%-85.6pp | 69.93%-55.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,130 | $5,273-59.6% | $4,341-50.9% | $4,660-54.3% |
| Participant deferral / active EE | $17,178 | $6,959+146.8% | $6,031+184.8% | $6,688+156.9% |
| Admin fee / account holder | $5,800 | $16,648-65.2% | $12,690-54.3% | $13,397-56.7% |