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 9-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 | $316,362 | $138,044+129.2% | $125,339+152.4% | $134,475+135.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.87% | 750.33%-745.5pp | 572.05%-567.2pp | 417.96%-413.1pp |
| Employer contribution / active EE | $5,976 | $5,243+14.0% | $4,814+24.2% | $4,740+26.1% |
| Participant deferral / active EE | $11,106 | $7,799+42.4% | $7,446+49.1% | $6,400+73.5% |
| Admin fee / account holder | $4,614 | $11,571-60.1% | $10,010-53.9% | $11,426-59.6% |