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 | $257,375 | $102,604+150.8% | $86,188+198.6% | $139,434+84.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 29.46% | 1922.51%-1893.0pp | 1168.45%-1139.0pp | 372.94%-343.5pp |
| Employer contribution / active EE | $2,568 | $3,032-15.3% | $2,380+7.9% | $4,751-45.9% |
| Participant deferral / active EE | $17,330 | $4,676+270.7% | $3,985+334.9% | $6,710+158.3% |
| Admin fee / account holder | $1,379 | $8,657-84.1% | $6,852-79.9% | $11,403-87.9% |