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 | $528,586 | $209,832+151.9% | $189,513+178.9% | $167,490+215.6% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 21.67% | 748.27%-726.6pp | 555.15%-533.5pp | 478.56%-456.9pp |
| Employer contribution / active EE | $1,770 | $6,914-74.4% | $6,162-71.3% | $4,837-63.4% |
| Participant deferral / active EE | $6,738 | $8,935-24.6% | $8,221-18.0% | $6,341+6.3% |
| Admin fee / account holder | $25,674 | $14,293+79.6% | $12,045+113.2% | $12,309+108.6% |