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 | $396,104 | $183,963+115.3% | $162,163+144.3% | $152,861+159.1% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 23.22% | 150.76%-127.5pp | 115.59%-92.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $7,342 | $6,371+15.2% | $5,614+30.8% | $4,762+54.2% |
| Participant deferral / active EE | $9,712 | $8,034+20.9% | $7,298+33.1% | $5,850+66.0% |
| Admin fee / account holder | $33,075 | $13,121+152.1% | $10,843+205.0% | $11,596+185.2% |