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 | $313,037 | $74,888+318.0% | $71,209+339.6% | $142,382+119.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 21.36% | 345.14%-323.8pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,768 | $2,854+102.1% | $2,721+112.0% | $4,299+34.2% |
| Participant deferral / active EE | $14,933 | $4,454+235.3% | $4,175+257.7% | $6,507+129.5% |
| Admin fee / account holder | $9,149 | $5,568+64.3% | $5,349+71.0% | $12,624-27.5% |