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 | $268,030 | $117,841+127.5% | $102,423+161.7% | $145,922+83.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.67% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,565 | $3,615-56.7% | $3,023-48.2% | $4,660-66.4% |
| Participant deferral / active EE | $3,050 | $5,731-46.8% | $5,053-39.6% | $6,688-54.4% |
| Admin fee / account holder | $15,189 | $13,326+14.0% | $9,451+60.7% | $13,397+13.4% |