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 | $768,444 | $148,534+417.4% | $135,903+465.4% | $139,434+451.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.03% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,073 | $5,243-79.5% | $4,856-77.9% | $4,751-77.4% |
| Participant deferral / active EE | $14,589 | $8,100+80.1% | $7,758+88.1% | $6,710+117.4% |
| Admin fee / account holder | $13,162 | $12,400+6.1% | $10,762+22.3% | $11,403+15.4% |