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 | $333,665 | $148,534+124.6% | $135,903+145.5% | $139,434+139.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.26% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $4,373 | $5,243-16.6% | $4,856-10.0% | $4,751-8.0% |
| Participant deferral / active EE | $12,269 | $8,100+51.5% | $7,758+58.2% | $6,710+82.8% |
| Admin fee / account holder | $3,583 | $12,400-71.1% | $10,762-66.7% | $11,403-68.6% |