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 10-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 | $259,920 | $176,056+47.6% | $159,436+63.0% | $167,490+55.2% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.07% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,084 | $5,297-60.7% | $4,829-56.8% | $4,837-56.9% |
| Participant deferral / active EE | $7,563 | $7,750-2.4% | $7,352+2.9% | $6,341+19.3% |
| Admin fee / account holder | $18,552 | $12,554+47.8% | $10,799+71.8% | $12,309+50.7% |