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 | $388,434 | $106,584+264.4% | $101,326+283.4% | $142,382+172.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 15.69% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $8,764 | $3,956+121.5% | $3,665+139.1% | $4,299+103.9% |
| Participant deferral / active EE | $9,890 | $8,297+19.2% | $7,994+23.7% | $6,507+52.0% |
| Admin fee / account holder | $821 | $11,446-92.8% | $11,185-92.7% | $12,624-93.5% |