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 | $399,694 | $138,347+188.9% | $184,203+117.0% | $80,856+394.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.62% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,338 | $4,850-10.6% | $6,427-32.5% | $2,755+57.5% |
| Participant deferral / active EE | $17,489 | $7,071+147.3% | $9,131+91.5% | $4,296+307.1% |
| Admin fee / account holder | $6,767 | $10,483-35.5% | $13,901-51.3% | $6,918-2.2% |