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 | $376,057 | $127,065+196.0% | $113,168+232.3% | $142,382+164.1% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 20.79% | 24.03%-3.2pp | 24.27%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,004 | $3,442-12.7% | $2,975+1.0% | $4,299-30.1% |
| Participant deferral / active EE | $9,612 | $5,716+68.2% | $5,107+88.2% | $6,507+47.7% |
| Admin fee / account holder | $30,773 | $15,736+95.6% | $12,068+155.0% | $12,624+143.8% |