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 | $401,427 | $102,604+291.2% | $86,188+365.8% | $139,434+187.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 13.70% | 1922.51%-1908.8pp | 1168.45%-1154.8pp | 372.94%-359.2pp |
| Employer contribution / active EE | $14,269 | $3,032+370.6% | $2,380+499.5% | $4,751+200.4% |
| Participant deferral / active EE | $13,143 | $4,676+181.1% | $3,985+229.8% | $6,710+95.9% |
| Admin fee / account holder | $3,405 | $8,657-60.7% | $6,852-50.3% | $11,403-70.1% |