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 | $375,720 | $109,817+242.1% | $98,442+281.7% | $167,490+124.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 41.46% | 1956.69%-1915.2pp | 1492.73%-1451.3pp | 478.56%-437.1pp |
| Employer contribution / active EE | $11,103 | $3,224+244.4% | $2,960+275.1% | $4,837+129.5% |
| Participant deferral / active EE | $5,101 | $4,673+9.2% | $4,276+19.3% | $6,341-19.6% |
| Admin fee / account holder | $2,466 | $6,753-63.5% | $5,949-58.6% | $12,309-80.0% |