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 9-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 | $382,861 | $74,888+411.2% | $71,209+437.7% | $142,382+168.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 118.44% | 345.14%-226.7pp | 282.51%-164.1pp | 217.08%-98.6pp |
| Employer contribution / active EE | $5,198 | $2,854+82.1% | $2,721+91.0% | $4,299+20.9% |
| Participant deferral / active EE | $9,693 | $4,454+117.6% | $4,175+132.1% | $6,507+49.0% |
| Admin fee / account holder | $13,605 | $5,568+144.3% | $5,349+154.4% | $12,624+7.8% |