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 | $271,942 | $140,940+92.9% | $112,229+142.3% | $139,434+95.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 18.88% | 32.71%-13.8pp | 30.20%-11.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,913 | $4,283-32.0% | $3,430-15.1% | $4,751-38.7% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $20,638 | $9,954+107.3% | $7,748+166.3% | $11,403+81.0% |