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 6-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 | $495,114 | $159,602+210.2% | $150,045+230.0% | $142,382+247.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.01% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $16,198 | $4,961+226.5% | $4,693+245.1% | $4,299+276.8% |
| Participant deferral / active EE | $3,786 | $8,310-54.4% | $7,997-52.7% | $6,507-41.8% |
| Admin fee / account holder | $2,822 | $14,846-81.0% | $13,435-79.0% | $12,624-77.6% |