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 | $252,561 | $106,515+137.1% | $96,683+161.2% | $139,434+81.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 20.31% | 38.43%-18.1pp | 35.69%-15.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,533 | $4,103+10.5% | $3,737+21.3% | $4,751-4.6% |
| Participant deferral / active EE | $9,640 | $5,454+76.8% | $4,878+97.6% | $6,710+43.7% |
| Admin fee / account holder | $5,112 | $7,877-35.1% | $6,730-24.0% | $11,403-55.2% |