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 6-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 | $289,301 | $209,411+38.1% | $178,490+62.1% | $158,922+82.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4961.26% | 188.75%+4772.5pp | 151.07%+4810.2pp | 302.83%+4658.4pp |
| Employer contribution / active EE | $10,967 | $5,706+92.2% | $5,011+118.9% | $4,761+130.3% |
| Participant deferral / active EE | $7,073 | $5,954+18.8% | $5,202+36.0% | $5,982+18.2% |
| Admin fee / account holder | $831 | $17,074-95.1% | $13,984-94.1% | $11,246-92.6% |