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 | $271,405 | $115,770+134.4% | $101,248+168.1% | $158,922+70.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.14% | 56.14%-48.0pp | 46.47%-38.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $9,299 | $4,175+122.8% | $3,660+154.1% | $4,761+95.3% |
| Participant deferral / active EE | $7,082 | $4,957+42.9% | $4,370+62.1% | $5,982+18.4% |
| Admin fee / account holder | $4,670 | $7,245-35.5% | $5,945-21.4% | $11,246-58.5% |