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 10-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 | $262,710 | $210,648+24.7% | $177,989+47.6% | $145,922+80.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.22% | 385.86%-369.6pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $9,003 | $4,565+97.2% | $3,949+128.0% | $4,660+93.2% |
| Participant deferral / active EE | $10,201 | $6,958+46.6% | $6,276+62.5% | $6,688+52.5% |
| Admin fee / account holder | $510 | $12,013-95.8% | $10,363-95.1% | $13,397-96.2% |