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 | $256,329 | $114,047+124.8% | $96,139+166.6% | $167,490+53.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.77% | 189.88%-175.1pp | 191.94%-177.2pp | 478.56%-463.8pp |
| Employer contribution / active EE | $9,269 | $3,427+170.5% | $2,797+231.4% | $4,837+91.6% |
| Participant deferral / active EE | $12,075 | $5,194+132.5% | $4,349+177.7% | $6,341+90.4% |
| Admin fee / account holder | $3,406 | $6,897-50.6% | $5,537-38.5% | $12,309-72.3% |