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 | $409,692 | $189,613+116.1% | $167,512+144.6% | $142,382+187.7% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 17.13% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,263 | $4,349-48.0% | $3,882-41.7% | $4,299-47.4% |
| Participant deferral / active EE | $10,431 | $6,981+49.4% | $6,405+62.9% | $6,507+60.3% |
| Admin fee / account holder | $2,301 | $10,528-78.1% | $9,769-76.4% | $12,624-81.8% |