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 | $263,944 | $86,286+205.9% | $111,297+137.2% | $85,850+207.4% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 23.59% | 19.99%+3.6pp | 54.65%-31.1pp | 318.53%-294.9pp |
| Employer contribution / active EE | $3,497 | $2,043+71.1% | $2,731+28.0% | $2,565+36.3% |
| Participant deferral / active EE | $7,636 | $3,641+109.8% | $4,487+70.2% | $3,952+93.2% |
| Admin fee / account holder | $3,044 | $8,188-62.8% | $7,964-61.8% | $6,260-51.4% |