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 | $401,836 | $189,613+111.9% | $167,512+139.9% | $142,382+182.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.70% | 2024.68%-2004.0pp | 1615.79%-1595.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $10,261 | $4,349+135.9% | $3,882+164.3% | $4,299+138.7% |
| Participant deferral / active EE | $3,733 | $6,981-46.5% | $6,405-41.7% | $6,507-42.6% |
| Admin fee / account holder | $33,302 | $10,528+216.3% | $9,769+240.9% | $12,624+163.8% |