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 4-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 | $1,105,152 | $110,261+902.3% | $95,745+1054.3% | $139,434+692.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.79% | 27.11%-16.3pp | 28.35%-17.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $32,727 | $3,257+904.7% | $2,835+1054.6% | $4,751+588.9% |
| Participant deferral / active EE | $20,000 | $4,676+327.7% | $4,245+371.2% | $6,710+198.1% |
| Admin fee / account holder | $2,348 | $6,613-64.5% | $5,678-58.6% | $11,403-79.4% |