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 | $422,355 | $209,832+101.3% | $189,513+122.9% | $167,490+152.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.41% | 748.27%-734.9pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $5,119 | $6,914-26.0% | $6,162-16.9% | $4,837+5.8% |
| Participant deferral / active EE | $8,223 | $8,935-8.0% | $8,2210% | $6,341+29.7% |
| Admin fee / account holder | $6,836 | $14,293-52.2% | $12,045-43.2% | $12,309-44.5% |