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 8-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 | $316,033 | $217,402+45.4% | $185,823+70.1% | $167,490+88.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.50% | 148.36%-122.9pp | 122.05%-96.5pp | 478.56%-453.1pp |
| Employer contribution / active EE | $6,790 | $5,873+15.6% | $5,167+31.4% | $4,837+40.4% |
| Participant deferral / active EE | $13,050 | $6,356+105.3% | $5,568+134.4% | $6,341+105.8% |
| Admin fee / account holder | $3,345 | $19,811-83.1% | $16,237-79.4% | $12,309-72.8% |