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 5-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 | $289,273 | $185,822+55.7% | $169,993+70.2% | $139,434+107.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 292.89% | 60.50%+232.4pp | 53.37%+239.5pp | 372.94%-80.1pp |
| Employer contribution / active EE | $22,369 | $7,590+194.7% | $6,785+229.7% | $4,751+370.8% |
| Participant deferral / active EE | $16,229 | $11,622+39.6% | $10,408+55.9% | $6,710+141.8% |
| Admin fee / account holder | $524 | $15,381-96.6% | $12,815-95.9% | $11,403-95.4% |