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 | $267,534 | $217,402+23.1% | $185,823+44.0% | $167,490+59.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 614.43% | 148.36%+466.1pp | 122.05%+492.4pp | 478.56%+135.9pp |
| Employer contribution / active EE | $5,585 | $5,873-4.9% | $5,167+8.1% | $4,837+15.5% |
| Participant deferral / active EE | $11,375 | $6,356+79.0% | $5,568+104.3% | $6,341+79.4% |
| Admin fee / account holder | $2,534 | $19,811-87.2% | $16,237-84.4% | $12,309-79.4% |