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 | $388,461 | $175,202+121.7% | $149,673+159.5% | $139,434+178.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.94% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,747 | $5,474-68.1% | $4,818-63.7% | $4,751-63.2% |
| Participant deferral / active EE | $6,318 | $6,519-3.1% | $5,680+11.2% | $6,710-5.8% |
| Admin fee / account holder | $2,413 | $16,150-85.1% | $13,210-81.7% | $11,403-78.8% |