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 7-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 | $393,568 | $88,751+343.5% | $81,812+381.1% | $145,922+169.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.47% | 1025.40%-1005.9pp | 773.79%-754.3pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,867 | $3,083+25.4% | $2,912+32.8% | $4,660-17.0% |
| Participant deferral / active EE | $12,728 | $4,643+174.1% | $4,319+194.7% | $6,688+90.3% |
| Admin fee / account holder | $16,719 | $8,415+98.7% | $7,386+126.4% | $13,397+24.8% |