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 | $295,957 | $115,882+155.4% | $100,516+194.4% | $158,922+86.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.23% | 34.79%-18.6pp | 30.89%-14.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $8,516 | $4,103+107.6% | $3,418+149.2% | $4,761+78.9% |
| Participant deferral / active EE | $12,941 | $6,674+93.9% | $6,270+106.4% | $5,982+116.3% |
| Admin fee / account holder | $1,269 | $10,995-88.5% | $8,081-84.3% | $11,246-88.7% |