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 | $392,046 | $202,318+93.8% | $172,739+127.0% | $152,861+156.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.94% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $13,925 | $5,856+137.8% | $5,143+170.8% | $4,762+192.4% |
| Participant deferral / active EE | $17,659 | $5,948+196.9% | $5,198+239.7% | $5,850+201.8% |
| Admin fee / account holder | $3,837 | $17,109-77.6% | $13,954-72.5% | $11,596-66.9% |