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 | $312,043 | $104,974+197.3% | $95,585+226.5% | $142,382+119.2% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 13.31% | 210.33%-197.0pp | 38.56%-25.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,711 | $2,779+105.5% | $2,527+126.0% | $4,299+32.8% |
| Participant deferral / active EE | $10,065 | $4,352+131.3% | $4,023+150.2% | $6,507+54.7% |
| Admin fee / account holder | $899 | $6,386-85.9% | $6,127-85.3% | $12,624-92.9% |