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 | $274,874 | $165,335+66.3% | $149,696+83.6% | $158,922+73.0% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 27.13% | 348.15%-321.0pp | 276.60%-249.5pp | 302.83%-275.7pp |
| Employer contribution / active EE | $3,154 | $5,103-38.2% | $4,644-32.1% | $4,761-33.8% |
| Participant deferral / active EE | $9,522 | $7,181+32.6% | $6,842+39.2% | $5,982+59.2% |
| Admin fee / account holder | $7,349 | $10,807-32.0% | $9,309-21.1% | $11,246-34.7% |