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 | $514,637 | $150,187+242.7% | $120,354+327.6% | $145,922+252.7% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 12.49% | 154.07%-141.6pp | 107.15%-94.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $18,654 | $4,348+329.0% | $3,463+438.7% | $4,660+300.3% |
| Participant deferral / active EE | $7,250 | $6,173+17.5% | $4,991+45.3% | $6,688+8.4% |
| Admin fee / account holder | $5,310 | $12,207-56.5% | $9,423-43.7% | $13,397-60.4% |