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 | $255,554 | $154,117+65.8% | $129,995+96.6% | $139,434+83.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 9.95% | 32.48%-22.5pp | -137.18%+147.1pp | 372.94%-363.0pp |
| Employer contribution / active EE | $4,411 | $5,289-16.6% | $4,320+2.1% | $4,751-7.2% |
| Participant deferral / active EE | $13,536 | $6,710+101.7% | $5,820+132.6% | $6,710+101.7% |
| Admin fee / account holder | $4,671 | $14,007-66.6% | $10,614-56.0% | $11,403-59.0% |