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 | $311,124 | $198,466+56.8% | $170,442+82.5% | $147,584+110.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 11.82% | 257.29%-245.5pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,615 | $6,184-41.5% | $5,433-33.5% | $4,876-25.9% |
| Participant deferral / active EE | $2,061 | $5,629-63.4% | $4,939-58.3% | $5,439-62.1% |
| Admin fee / account holder | $2,648 | $16,852-84.3% | $13,880-80.9% | $10,885-75.7% |