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 5-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 | $370,899 | $185,200+100.3% | $142,863+159.6% | $167,490+121.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.59% | 8555.70%-8543.1pp | 5637.54%-5625.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $7,260 | $5,604+29.5% | $4,144+75.2% | $4,837+50.1% |
| Participant deferral / active EE | $17,193 | $4,494+282.6% | $3,837+348.1% | $6,341+171.1% |
| Admin fee / account holder | $3,629 | $8,031-54.8% | $6,560-44.7% | $12,309-70.5% |