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 | $410,237 | $210,648+94.8% | $177,989+130.5% | $145,922+181.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.91% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $12,640 | $4,565+176.9% | $3,949+220.1% | $4,660+171.3% |
| Participant deferral / active EE | $18,474 | $6,958+165.5% | $6,276+194.4% | $6,688+176.2% |
| Admin fee / account holder | $13,706 | $12,013+14.1% | $10,363+32.3% | $13,397+2.3% |