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 | $361,197 | $100,773+258.4% | $88,946+306.1% | $142,382+153.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 11.00% | 70.18%-59.2pp | 57.82%-46.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $13,411 | $2,918+359.6% | $2,555+424.9% | $4,299+211.9% |
| Participant deferral / active EE | $9,946 | $5,230+90.2% | $4,581+117.1% | $6,507+52.8% |
| Admin fee / account holder | $1,502 | $9,693-84.5% | $8,261-81.8% | $12,624-88.1% |