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 | $431,892 | $135,952+217.7% | $123,892+248.6% | $273,961+57.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.67% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $15,632 | $5,170+202.4% | $4,617+238.6% | $4,869+221.1% |
| Participant deferral / active EE | $5,743 | $6,343-9.4% | $5,984-4.0% | $5,287+8.6% |
| Admin fee / account holder | $31,120 | $9,817+217.0% | $8,357+272.4% | $10,132+207.2% |