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 | $379,235 | $202,318+87.4% | $172,739+119.5% | $152,861+148.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 16.59% | 1029.65%-1013.1pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,440 | $5,856-75.4% | $5,143-72.0% | $4,762-69.8% |
| Participant deferral / active EE | $15,224 | $5,948+156.0% | $5,198+192.9% | $5,850+160.2% |
| Admin fee / account holder | $464 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |