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 | $255,932 | $163,101+56.9% | $136,749+87.2% | $142,382+79.7% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 16.37% | 27.54%-11.2pp | 24.33%-8.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,539 | $4,117-62.6% | $3,400-54.7% | $4,299-64.2% |
| Participant deferral / active EE | $7,098 | $5,585+27.1% | $4,692+51.3% | $6,507+9.1% |
| Admin fee / account holder | $5,214 | $14,318-63.6% | $11,386-54.2% | $12,624-58.7% |