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 | $425,157 | $118,450+258.9% | $98,439+331.9% | $139,434+204.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 33.76% | 18.94%+14.8pp | 21.16%+12.6pp | 372.94%-339.2pp |
| Employer contribution / active EE | $1,890 | $3,609-47.6% | $3,048-38.0% | $4,751-60.2% |
| Participant deferral / active EE | $2,458 | $5,392-54.4% | $4,738-48.1% | $6,710-63.4% |
| Admin fee / account holder | $762 | $14,026-94.6% | $8,948-91.5% | $11,403-93.3% |