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 | $346,430 | $105,630+228.0% | $87,507+295.9% | $273,961+26.5% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 18.15% | 12.25%+5.9pp | 12.21%+5.9pp | 41.45%-23.3pp |
| Employer contribution / active EE | $6,536 | $3,141+108.1% | $2,550+156.4% | $4,869+34.3% |
| Participant deferral / active EE | $7,538 | $3,601+109.3% | $3,149+139.4% | $5,287+42.6% |
| Admin fee / account holder | $1,507 | $4,781-68.5% | $4,221-64.3% | $10,132-85.1% |