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 | $689,196 | $180,449+281.9% | $154,107+347.2% | $135,375+409.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -3.70% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,691 | $6,035-55.4% | $5,298-49.2% | $4,779-43.7% |
| Participant deferral / active EE | $13,614 | $5,806+134.5% | $5,081+168.0% | $5,609+142.7% |
| Admin fee / account holder | $7,494 | $16,143-53.6% | $13,411-44.1% | $10,827-30.8% |