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 | $253,725 | $165,984+52.9% | $164,813+53.9% | $145,922+73.9% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 16.35% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,896 | $5,273-45.1% | $4,341-33.3% | $4,660-37.8% |
| Participant deferral / active EE | $11,988 | $6,959+72.3% | $6,031+98.8% | $6,688+79.3% |
| Admin fee / account holder | $46,425 | $16,648+178.9% | $12,690+265.8% | $13,397+246.5% |