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 9-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 | $273,370 | $177,572+53.9% | $154,803+76.6% | $142,382+92.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.02% | 65.07%-53.0pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $8,293 | $4,810+72.4% | $4,305+92.6% | $4,299+92.9% |
| Participant deferral / active EE | $33,770 | $6,272+438.5% | $5,540+509.5% | $6,507+419.0% |
| Admin fee / account holder | $1,097 | $16,786-93.5% | $14,329-92.3% | $12,624-91.3% |