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 | $462,008 | $181,894+154.0% | $156,549+195.1% | $273,961+68.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.57% | 30.74%-18.2pp | 32.23%-19.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $1,999 | $6,248-68.0% | $5,501-63.7% | $4,869-58.9% |
| Participant deferral / active EE | $8,750 | $5,550+57.7% | $4,871+79.6% | $5,287+65.5% |
| Admin fee / account holder | $15,091 | $15,559-3.0% | $13,027+15.8% | $10,132+48.9% |