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 | $315,049 | $138,065+128.2% | $123,544+155.0% | $135,375+132.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.57% | 153.68%-148.1pp | 119.20%-113.6pp | 519.73%-514.2pp |
| Employer contribution / active EE | $4,615 | $5,151-10.4% | $4,628-0.3% | $4,779-3.4% |
| Participant deferral / active EE | $12,781 | $6,799+88.0% | $6,426+98.9% | $5,609+127.9% |
| Admin fee / account holder | $14,941 | $10,916+36.9% | $9,284+60.9% | $10,827+38.0% |