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 | $292,048 | $102,604+184.6% | $86,188+238.9% | $139,434+109.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.95% | 1922.51%-1900.6pp | 1168.45%-1146.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $40,460 | $3,032+1234.3% | $2,380+1599.9% | $4,751+751.6% |
| Participant deferral / active EE | $22,500 | $4,676+381.2% | $3,985+464.6% | $6,710+235.3% |
| Admin fee / account holder | $1,112 | $8,657-87.2% | $6,852-83.8% | $11,403-90.2% |