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 | $1,271,523 | $159,901+695.2% | $146,958+765.2% | $145,922+771.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 51.44% | 98.13%-46.7pp | 418.34%-366.9pp | 561.29%-509.8pp |
| Employer contribution / active EE | $20,563 | $5,286+289.0% | $4,933+316.9% | $4,660+341.3% |
| Participant deferral / active EE | $16,160 | $8,428+91.7% | $8,070+100.3% | $6,688+141.6% |
| Admin fee / account holder | $21,844 | $15,044+45.2% | $12,998+68.1% | $13,397+63.1% |