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 | $282,476 | $162,781+73.5% | $133,956+110.9% | $158,922+77.7% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 10.10% | 41.94%-31.8pp | 45.09%-35.0pp | 302.83%-292.7pp |
| Employer contribution / active EE | $4,144 | $4,975-16.7% | $3,919+5.8% | $4,761-13.0% |
| Participant deferral / active EE | $8,550 | $5,911+44.7% | $5,048+69.4% | $5,982+42.9% |
| Admin fee / account holder | $1,246 | $11,736-89.4% | $8,927-86.0% | $11,246-88.9% |