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 | $265,192 | $180,028+47.3% | $138,135+92.0% | $158,922+66.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 18.30% | 21.68%-3.4pp | 20.51%-2.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $7,245 | $7,470-3.0% | $5,587+29.7% | $4,761+52.2% |
| Participant deferral / active EE | $6,041 | $7,717-21.7% | $6,431-6.1% | $5,982+1.0% |
| Admin fee / account holder | $14,074 | $17,912-21.4% | $11,856+18.7% | $11,246+25.1% |