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 | $348,914 | $108,642+221.2% | $74,701+367.1% | $152,861+128.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 633.94% | 114.06%+519.9pp | 752.92%-119.0pp | 345.32%+288.6pp |
| Employer contribution / active EE | $14,158 | $1,503+842.0% | $1,084+1206.6% | $4,762+197.3% |
| Participant deferral / active EE | $9,500 | $2,712+250.3% | $1,964+383.8% | $5,850+62.4% |
| Admin fee / account holder | $14,026 | $4,902+186.1% | $3,333+320.8% | $11,596+20.9% |