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 | $448,967 | $140,588+219.3% | $123,104+264.7% | $125,391+258.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 301.99% | 16.80%+285.2pp | 13.22%+288.8pp | 282.22%+19.8pp |
| Employer contribution / active EE | $16,467 | $6,041+172.6% | $5,151+219.7% | $4,866+238.4% |
| Participant deferral / active EE | $3,000 | $6,980-57.0% | $6,230-51.8% | $5,352-43.9% |
| Admin fee / account holder | $7,587 | $11,198-32.3% | $9,015-15.8% | $9,540-20.5% |