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 7-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 | $1,589,368 | $158,398+903.4% | $126,539+1156.0% | $142,382+1016.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 469.99% | 593.76%-123.8pp | 425.95%+44.0pp | 217.08%+252.9pp |
| Employer contribution / active EE | $8,000 | $4,650+72.0% | $3,674+117.7% | $4,299+86.1% |
| Participant deferral / active EE | $20,667 | $4,767+333.6% | $4,083+406.2% | $6,507+217.6% |
| Admin fee / account holder | $8,189 | $6,918+18.4% | $6,065+35.0% | $12,624-35.1% |