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 | $310,940 | $106,515+191.9% | $96,683+221.6% | $139,434+123.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.10% | 38.43%-20.3pp | 35.69%-17.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $4,213 | $4,103+2.7% | $3,737+12.8% | $4,751-11.3% |
| Participant deferral / active EE | $15,769 | $5,454+189.1% | $4,878+223.3% | $6,710+135.0% |
| Admin fee / account holder | $3,144 | $7,877-60.1% | $6,730-53.3% | $11,403-72.4% |