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 8-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 | $284,022 | $179,726+58.0% | $156,263+81.8% | $142,382+99.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.18% | 77.86%-67.7pp | 59.47%-49.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $20,484 | $5,069+304.1% | $4,333+372.7% | $4,299+376.5% |
| Participant deferral / active EE | $23,800 | $6,956+242.2% | $6,158+286.5% | $6,507+265.7% |
| Admin fee / account holder | $1,199 | $17,272-93.1% | $14,255-91.6% | $12,624-90.5% |