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 | $278,818 | $138,044+102.0% | $125,339+122.5% | $134,475+107.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.81% | 750.33%-760.1pp | 572.05%-581.9pp | 417.96%-427.8pp |
| Employer contribution / active EE | $5,058 | $5,243-3.5% | $4,814+5.1% | $4,740+6.7% |
| Participant deferral / active EE | $11,014 | $7,799+41.2% | $7,446+47.9% | $6,400+72.1% |
| Admin fee / account holder | $779 | $11,571-93.3% | $10,010-92.2% | $11,426-93.2% |