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 6-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 | $256,235 | $238,490+7.4% | $180,183+42.2% | $142,382+80.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.82% | 33.56%-16.7pp | 27.86%-11.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,191 | $6,143-15.5% | $5,039+3.0% | $4,299+20.8% |
| Participant deferral / active EE | $14,758 | $7,996+84.6% | $6,822+116.3% | $6,507+126.8% |
| Admin fee / account holder | $5,450 | $28,866-81.1% | $19,975-72.7% | $12,624-56.8% |