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 | $561,917 | $209,832+167.8% | $189,513+196.5% | $167,490+235.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 19.97% | 748.27%-728.3pp | 555.15%-535.2pp | 478.56%-458.6pp |
| Employer contribution / active EE | $7,806 | $6,914+12.9% | $6,162+26.7% | $4,837+61.4% |
| Participant deferral / active EE | $12,680 | $8,935+41.9% | $8,221+54.2% | $6,341+100.0% |
| Admin fee / account holder | $857 | $14,293-94.0% | $12,045-92.9% | $12,309-93.0% |