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 | $354,385 | $159,602+122.0% | $150,045+136.2% | $142,382+148.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 19.48% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,544 | $4,961-28.5% | $4,693-24.5% | $4,299-17.6% |
| Participant deferral / active EE | $13,361 | $8,310+60.8% | $7,997+67.1% | $6,507+105.3% |
| Admin fee / account holder | $9,704 | $14,846-34.6% | $13,435-27.8% | $12,624-23.1% |