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 5-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 | $350,563 | $159,602+119.6% | $150,045+133.6% | $142,382+146.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.76% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $9,869 | $4,961+99.0% | $4,693+110.3% | $4,299+129.6% |
| Participant deferral / active EE | $17,295 | $8,310+108.1% | $7,997+116.3% | $6,507+165.8% |
| Admin fee / account holder | $13,381 | $14,846-9.9% | $13,435-0.4% | $12,624+6.0% |