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 | $282,245 | $209,411+34.8% | $178,490+58.1% | $158,922+77.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.88% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,334 | $5,706-6.5% | $5,011+6.4% | $4,761+12.0% |
| Participant deferral / active EE | $4,407 | $5,954-26.0% | $5,202-15.3% | $5,982-26.3% |
| Admin fee / account holder | $437 | $17,074-97.4% | $13,984-96.9% | $11,246-96.1% |