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 | $845,283 | $150,187+462.8% | $120,354+602.3% | $145,922+479.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.15% | 154.07%-133.9pp | 107.15%-87.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $10,944 | $4,348+151.7% | $3,463+216.1% | $4,660+134.9% |
| Participant deferral / active EE | $23,980 | $6,173+288.5% | $4,991+380.5% | $6,688+258.6% |
| Admin fee / account holder | $6,784 | $12,207-44.4% | $9,423-28.0% | $13,397-49.4% |