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 | $438,123 | $165,335+165.0% | $149,696+192.7% | $158,922+175.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 309.08% | 348.15%-39.1pp | 276.60%+32.5pp | 302.83%+6.3pp |
| Employer contribution / active EE | $8,081 | $5,103+58.4% | $4,644+74.0% | $4,761+69.7% |
| Participant deferral / active EE | $8,990 | $7,181+25.2% | $6,842+31.4% | $5,982+50.3% |
| Admin fee / account holder | $4,635 | $10,807-57.1% | $9,309-50.2% | $11,246-58.8% |