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 | $256,113 | $202,318+26.6% | $172,739+48.3% | $152,861+67.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.49% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $5,544 | $5,856-5.3% | $5,143+7.8% | $4,762+16.4% |
| Participant deferral / active EE | $7,633 | $5,948+28.3% | $5,198+46.9% | $5,850+30.5% |
| Admin fee / account holder | $897 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |