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 | $344,897 | $209,411+64.7% | $178,490+93.2% | $158,922+117.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.31% | 188.75%-167.4pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $16,550 | $5,706+190.0% | $5,011+230.3% | $4,761+247.6% |
| Participant deferral / active EE | $9,470 | $5,954+59.0% | $5,202+82.1% | $5,982+58.3% |
| Admin fee / account holder | $42,830 | $17,074+150.8% | $13,984+206.3% | $11,246+280.9% |