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 | $322,255 | $95,266+238.3% | $82,389+291.1% | $142,382+126.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 16.71% | 25.74%-9.0pp | 28.67%-12.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,243 | $2,991-25.0% | $2,517-10.9% | $4,299-47.8% |
| Participant deferral / active EE | $9,704 | $4,809+101.8% | $4,155+133.6% | $6,507+49.1% |
| Admin fee / account holder | $6,786 | $8,563-20.8% | $7,231-6.2% | $12,624-46.2% |