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 4-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 | $252,395 | $183,519+37.5% | $155,509+62.3% | $145,922+73.0% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 11.94% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,661 | $5,313-49.9% | $4,672-43.0% | $4,660-42.9% |
| Participant deferral / active EE | $2,736 | $6,462-57.7% | $5,626-51.4% | $6,688-59.1% |
| Admin fee / account holder | $7,698 | $19,313-60.1% | $15,912-51.6% | $13,397-42.5% |