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 | $861,609 | $157,256+447.9% | $141,162+510.4% | $152,861+463.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 174.68% | 64.32%+110.4pp | 71.39%+103.3pp | 345.32%-170.6pp |
| Employer contribution / active EE | $6,789 | $5,261+29.0% | $4,735+43.4% | $4,762+42.6% |
| Participant deferral / active EE | $12,000 | $7,109+68.8% | $6,709+78.9% | $5,850+105.1% |
| Admin fee / account holder | $920 | $12,120-92.4% | $10,261-91.0% | $11,596-92.1% |