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 4-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 | $262,049 | $189,613+38.2% | $167,512+56.4% | $142,382+84.0% |
| Participation rate | 82.6% | 80.1%+2.5pp | 77.1%+5.6pp | 80.1%+2.5pp |
| Annual return | 18.02% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,851 | $4,349+34.5% | $3,882+50.7% | $4,299+36.1% |
| Participant deferral / active EE | $16,249 | $6,981+132.7% | $6,405+153.7% | $6,507+149.7% |
| Admin fee / account holder | $1,180 | $10,528-88.8% | $9,769-87.9% | $12,624-90.6% |