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 | $457,447 | $152,587+199.8% | $125,175+265.4% | $152,861+199.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 22.48% | 54.84%-32.4pp | 43.79%-21.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,668 | $4,946-25.8% | $3,865-5.1% | $4,762-23.0% |
| Participant deferral / active EE | $12,974 | $5,868+121.1% | $4,937+162.8% | $5,850+121.8% |
| Admin fee / account holder | $3,165 | $13,434-76.4% | $9,702-67.4% | $11,596-72.7% |