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 | $294,317 | $179,726+63.8% | $156,263+88.3% | $142,382+106.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 17.32% | 77.86%-60.5pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,939 | $5,069-61.7% | $4,333-55.2% | $4,299-54.9% |
| Participant deferral / active EE | $3,547 | $6,956-49.0% | $6,158-42.4% | $6,507-45.5% |
| Admin fee / account holder | $20,020 | $17,272+15.9% | $14,255+40.4% | $12,624+58.6% |