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 | $407,328 | $91,037+347.4% | $71,671+468.3% | $147,584+176.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.46% | 20.48%-10.0pp | 20.65%-10.2pp | 578.55%-568.1pp |
| Employer contribution / active EE | $8,223 | $3,327+147.1% | $2,460+234.3% | $4,876+68.6% |
| Participant deferral / active EE | $24,228 | $4,498+438.6% | $3,438+604.7% | $5,439+345.5% |
| Admin fee / account holder | $891 | $8,613-89.7% | $5,558-84.0% | $10,885-91.8% |