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 | $780,003 | $135,635+475.1% | $110,238+607.6% | $135,375+476.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 27.75% | 513.19%-485.4pp | 314.74%-287.0pp | 519.73%-492.0pp |
| Employer contribution / active EE | $21,042 | $4,906+328.9% | $3,826+449.9% | $4,779+340.3% |
| Participant deferral / active EE | $12,000 | $5,506+117.9% | $4,672+156.9% | $5,609+114.0% |
| Admin fee / account holder | $6,434 | $11,457-43.8% | $8,547-24.7% | $10,827-40.6% |