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 | $254,758 | $135,952+87.4% | $123,892+105.6% | $273,961-7.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.09% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,672 | $5,170-29.0% | $4,617-20.5% | $4,869-24.6% |
| Participant deferral / active EE | $12,232 | $6,343+92.8% | $5,984+104.4% | $5,287+131.3% |
| Admin fee / account holder | $18,340 | $9,817+86.8% | $8,357+119.5% | $10,132+81.0% |