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 | $329,165 | $106,584+208.8% | $101,326+224.9% | $142,382+131.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.76% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,659 | $3,956+43.0% | $3,665+54.4% | $4,299+31.6% |
| Participant deferral / active EE | $16,373 | $8,297+97.3% | $7,994+104.8% | $6,507+151.6% |
| Admin fee / account holder | $3,153 | $11,446-72.5% | $11,185-71.8% | $12,624-75.0% |