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 6-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 | $462,237 | $169,032+173.5% | $129,207+257.7% | $145,922+216.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.47% | 14330.11%-14308.6pp | 9417.33%-9395.9pp | 561.29%-539.8pp |
| Employer contribution / active EE | $23,837 | $5,537+330.5% | $4,153+473.9% | $4,660+411.6% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,168+175.9% | $6,688+72.0% |
| Admin fee / account holder | $3,743 | $9,954-62.4% | $7,715-51.5% | $13,397-72.1% |