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 | $401,182 | $163,101+146.0% | $136,749+193.4% | $142,382+181.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.71% | 27.54%-15.8pp | 24.33%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $8,265 | $4,117+100.8% | $3,400+143.1% | $4,299+92.2% |
| Participant deferral / active EE | $16,133 | $5,585+188.9% | $4,692+243.8% | $6,507+147.9% |
| Admin fee / account holder | $58,048 | $14,318+305.4% | $11,386+409.8% | $12,624+359.8% |