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 | $718,947 | $175,202+310.4% | $149,673+380.3% | $139,434+415.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 470.43% | 166.71%+303.7pp | 134.42%+336.0pp | 372.94%+97.5pp |
| Employer contribution / active EE | $13,139 | $5,474+140.0% | $4,818+172.7% | $4,751+176.6% |
| Participant deferral / active EE | $8,108 | $6,519+24.4% | $5,680+42.7% | $6,710+20.8% |
| Admin fee / account holder | $1,166 | $16,150-92.8% | $13,210-91.2% | $11,403-89.8% |