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 4-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 | $297,986 | $179,726+65.8% | $156,263+90.7% | $142,382+109.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 335.66% | 77.86%+257.8pp | 59.47%+276.2pp | 217.08%+118.6pp |
| Employer contribution / active EE | $41,234 | $5,069+713.4% | $4,333+851.6% | $4,299+859.1% |
| Participant deferral / active EE | $19,350 | $6,956+178.2% | $6,158+214.2% | $6,507+197.4% |
| Admin fee / account holder | $423 | $17,272-97.5% | $14,255-97.0% | $12,624-96.6% |