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 | $506,925 | $176,812+186.7% | $146,665+245.6% | $167,490+202.7% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 15.28% | 24.03%-8.8pp | 22.74%-7.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,883 | $5,160-24.8% | $4,136-6.1% | $4,837-19.7% |
| Participant deferral / active EE | $15,400 | $6,440+139.1% | $5,506+179.7% | $6,341+142.9% |
| Admin fee / account holder | $2,322 | $13,259-82.5% | $10,280-77.4% | $12,309-81.1% |