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 8-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 | $420,421 | $202,318+107.8% | $172,739+143.4% | $152,861+175.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.64% | 1029.65%-1002.0pp | 802.84%-775.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,713 | $5,856-70.7% | $5,143-66.7% | $4,762-64.0% |
| Participant deferral / active EE | $11,743 | $5,948+97.4% | $5,198+125.9% | $5,850+100.7% |
| Admin fee / account holder | $3,316 | $17,109-80.6% | $13,954-76.2% | $11,596-71.4% |