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 | $314,022 | $121,625+158.2% | $104,607+200.2% | $158,922+97.6% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 5.38% | 465.26%-459.9pp | 340.46%-335.1pp | 302.83%-297.4pp |
| Employer contribution / active EE | $3,186 | $3,163+0.7% | $2,681+18.8% | $4,761-33.1% |
| Participant deferral / active EE | $4,888 | $4,177+17.0% | $3,740+30.7% | $5,982-18.3% |
| Admin fee / account holder | $6,734 | $7,787-13.5% | $6,473+4.0% | $11,246-40.1% |