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 9-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 | $390,263 | $175,202+122.8% | $149,673+160.7% | $139,434+179.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.89% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $8,699 | $5,474+58.9% | $4,818+80.6% | $4,751+83.1% |
| Participant deferral / active EE | $10,209 | $6,519+56.6% | $5,680+79.7% | $6,710+52.1% |
| Admin fee / account holder | $4,591 | $16,150-71.6% | $13,210-65.2% | $11,403-59.7% |