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 9-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 | $313,099 | $92,222+239.5% | $76,768+307.8% | $135,375+131.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -4.26% | 5.46%-9.7pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $7,698 | $3,216+139.4% | $2,485+209.8% | $4,779+61.1% |
| Participant deferral / active EE | $3,594 | $4,509-20.3% | $3,852-6.7% | $5,609-35.9% |
| Admin fee / account holder | $118,300 | $10,748+1000.7% | $6,675+1672.3% | $10,827+992.6% |