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 | $308,446 | $111,754+176.0% | $103,333+198.5% | $145,922+111.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 15.02% | 24.77%-9.7pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,119 | $4,212-26.0% | $3,868-19.4% | $4,660-33.1% |
| Participant deferral / active EE | $8,468 | $5,619+50.7% | $5,057+67.4% | $6,688+26.6% |
| Admin fee / account holder | $1,519 | $9,750-84.4% | $8,355-81.8% | $13,397-88.7% |