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 | $267,992 | $209,832+27.7% | $189,513+41.4% | $167,490+60.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.70% | 748.27%-720.6pp | 555.15%-527.5pp | 478.56%-450.9pp |
| Employer contribution / active EE | $3,967 | $6,914-42.6% | $6,162-35.6% | $4,837-18.0% |
| Participant deferral / active EE | $14,769 | $8,935+65.3% | $8,221+79.6% | $6,341+132.9% |
| Admin fee / account holder | $802 | $14,293-94.4% | $12,045-93.3% | $12,309-93.5% |