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 | $304,836 | $105,630+188.6% | $87,507+248.4% | $273,961+11.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.26% | 12.25%-6.0pp | 12.21%-6.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,010 | $3,141-4.2% | $2,550+18.0% | $4,869-38.2% |
| Participant deferral / active EE | $7,175 | $3,601+99.3% | $3,149+127.9% | $5,287+35.7% |
| Admin fee / account holder | $16,844 | $4,781+252.3% | $4,221+299.1% | $10,132+66.2% |