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 | $311,147 | $214,378+45.1% | $200,582+55.1% | $142,382+118.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.52% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,355 | $6,841-7.1% | $6,419-1.0% | $4,299+47.8% |
| Participant deferral / active EE | $17,461 | $9,865+77.0% | $9,331+87.1% | $6,507+168.3% |
| Admin fee / account holder | $7,096 | $17,692-59.9% | $16,305-56.5% | $12,624-43.8% |