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 8-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 | $256,852 | $163,101+57.5% | $136,749+87.8% | $142,382+80.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.20% | 27.54%-17.3pp | 24.33%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $13,566 | $4,117+229.5% | $3,400+299.0% | $4,299+215.5% |
| Participant deferral / active EE | $6,691 | $5,585+19.8% | $4,692+42.6% | $6,507+2.8% |
| Admin fee / account holder | $9,808 | $14,318-31.5% | $11,386-13.9% | $12,624-22.3% |