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 | $537,404 | $197,591+172.0% | $177,821+202.2% | $158,922+238.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 21.03% | 58.76%-37.7pp | 48.32%-27.3pp | 302.83%-281.8pp |
| Employer contribution / active EE | $12,480 | $6,697+86.3% | $5,918+110.9% | $4,761+162.1% |
| Participant deferral / active EE | $9,784 | $8,405+16.4% | $7,714+26.8% | $5,982+63.6% |
| Admin fee / account holder | $1,004 | $15,399-93.5% | $12,427-91.9% | $11,246-91.1% |