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 | $467,009 | $90,348+416.9% | $75,972+514.7% | $145,922+220.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.95% | 620.88%-610.9pp | 359.55%-349.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $15,425 | $3,311+365.9% | $2,685+474.5% | $4,660+231.0% |
| Participant deferral / active EE | $13,360 | $5,162+158.8% | $4,255+213.9% | $6,688+99.8% |
| Admin fee / account holder | $8,215 | $8,467-3.0% | $6,467+27.0% | $13,397-38.7% |