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 8-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 | $385,978 | $167,484+130.5% | $151,611+154.6% | $134,475+187.0% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -3.47% | 7.80%-11.3pp | 3.33%-6.8pp | 417.96%-421.4pp |
| Employer contribution / active EE | $16,328 | $6,829+139.1% | $6,166+164.8% | $4,740+244.5% |
| Participant deferral / active EE | $14,376 | $8,986+60.0% | $8,363+71.9% | $6,400+124.6% |
| Admin fee / account holder | $2,143 | $13,783-84.5% | $11,616-81.6% | $11,426-81.2% |