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 | $250,327 | $109,982+127.6% | $97,226+157.5% | $145,922+71.5% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 25.89% | 242.90%-217.0pp | 75.13%-49.2pp | 561.29%-535.4pp |
| Employer contribution / active EE | $3,751 | $3,084+21.6% | $2,729+37.5% | $4,660-19.5% |
| Participant deferral / active EE | $12,325 | $4,676+163.6% | $4,264+189.1% | $6,688+84.3% |
| Admin fee / account holder | $5,074 | $6,221-18.4% | $5,654-10.3% | $13,397-62.1% |