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 7-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 | $319,615 | $114,047+180.2% | $96,139+232.5% | $167,490+90.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.22% | 189.88%-172.7pp | 191.94%-174.7pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,561 | $3,427-25.3% | $2,797-8.4% | $4,837-47.1% |
| Participant deferral / active EE | $9,476 | $5,194+82.5% | $4,349+117.9% | $6,341+49.4% |
| Admin fee / account holder | $3,174 | $6,897-54.0% | $5,537-42.7% | $12,309-74.2% |