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 7-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 | $421,502 | $217,402+93.9% | $185,823+126.8% | $167,490+151.7% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 14.99% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $6,238 | $5,873+6.2% | $5,167+20.7% | $4,837+28.9% |
| Participant deferral / active EE | $6,811 | $6,356+7.2% | $5,568+22.3% | $6,341+7.4% |
| Admin fee / account holder | $2,487 | $19,811-87.4% | $16,237-84.7% | $12,309-79.8% |