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 | $380,883 | $109,817+246.8% | $98,442+286.9% | $167,490+127.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.28% | 1956.69%-1933.4pp | 1492.73%-1469.4pp | 478.56%-455.3pp |
| Employer contribution / active EE | $14,000 | $3,224+334.3% | $2,960+373.0% | $4,837+189.4% |
| Participant deferral / active EE | $12,350 | $4,673+164.3% | $4,276+188.8% | $6,341+94.8% |
| Admin fee / account holder | $1,780 | $6,753-73.6% | $5,949-70.1% | $12,309-85.5% |