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 | $486,124 | $176,812+174.9% | $146,665+231.5% | $167,490+190.2% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 12.69% | 24.03%-11.3pp | 22.74%-10.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,715 | $5,160-28.0% | $4,136-10.2% | $4,837-23.2% |
| Participant deferral / active EE | $12,144 | $6,440+88.6% | $5,506+120.6% | $6,341+91.5% |
| Admin fee / account holder | $9,114 | $13,259-31.3% | $10,280-11.3% | $12,309-26.0% |