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 | $424,837 | $183,963+130.9% | $162,163+162.0% | $152,861+177.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.46% | 150.76%-122.3pp | 115.59%-87.1pp | 345.32%-316.9pp |
| Employer contribution / active EE | $25,061 | $6,371+293.4% | $5,614+346.4% | $4,762+426.2% |
| Participant deferral / active EE | $17,616 | $8,034+119.3% | $7,298+141.4% | $5,850+201.1% |
| Admin fee / account holder | $1,638 | $13,121-87.5% | $10,843-84.9% | $11,596-85.9% |