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 8-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 | $357,925 | $210,648+69.9% | $177,989+101.1% | $145,922+145.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.75% | 385.86%-372.1pp | 294.48%-280.7pp | 561.29%-547.5pp |
| Employer contribution / active EE | $27,495 | $4,565+502.4% | $3,949+596.3% | $4,660+490.1% |
| Participant deferral / active EE | $27,495 | $6,958+295.2% | $6,276+338.1% | $6,688+311.1% |
| Admin fee / account holder | $1,432 | $12,013-88.1% | $10,363-86.2% | $13,397-89.3% |