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 | $315,156 | $163,101+93.2% | $136,749+130.5% | $142,382+121.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.80% | 27.54%-12.7pp | 24.33%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,378 | $4,117-17.9% | $3,400-0.6% | $4,299-21.4% |
| Participant deferral / active EE | $7,298 | $5,585+30.7% | $4,692+55.5% | $6,507+12.1% |
| Admin fee / account holder | $1,556 | $14,318-89.1% | $11,386-86.3% | $12,624-87.7% |