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 | $250,505 | $90,600+176.5% | $79,464+215.2% | $135,375+85.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 18.74% | 977.43%-958.7pp | 718.14%-699.4pp | 519.73%-501.0pp |
| Employer contribution / active EE | $14,350 | $3,068+367.7% | $2,800+412.4% | $4,779+200.3% |
| Participant deferral / active EE | $5,305 | $4,050+31.0% | $3,704+43.2% | $5,609-5.4% |
| Admin fee / account holder | $37,782 | $5,907+539.6% | $5,113+638.9% | $10,827+249.0% |