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 | $254,610 | $111,724+127.9% | $93,606+172.0% | $145,922+74.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.97% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $10,581 | $3,090+242.5% | $2,420+337.2% | $4,660+127.1% |
| Participant deferral / active EE | $7,625 | $4,912+55.2% | $4,411+72.9% | $6,688+14.0% |
| Admin fee / account holder | $851 | $10,250-91.7% | $8,285-89.7% | $13,397-93.6% |