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 | $271,237 | $80,717+236.0% | $154,803+75.2% | $84,808+219.8% |
| Participation rate | 74.1% | 66.8%+7.3pp | 78.1%-4.0pp | 68.3%+5.8pp |
| Annual return | 16.51% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,215 | $2,761-19.8% | $4,305-48.5% | $2,631-15.8% |
| Participant deferral / active EE | $6,881 | $3,303+108.3% | $5,540+24.2% | $4,212+63.4% |
| Admin fee / account holder | $1,159 | $6,746-82.8% | $14,329-91.9% | $7,344-84.2% |