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 | $299,452 | $88,751+237.4% | $81,812+266.0% | $145,922+105.2% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 10.64% | 1025.40%-1014.8pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,000 | $3,083+62.2% | $2,912+71.7% | $4,660+7.3% |
| Participant deferral / active EE | $5,545 | $4,643+19.4% | $4,319+28.4% | $6,688-17.1% |
| Admin fee / account holder | $11,570 | $8,415+37.5% | $7,386+56.6% | $13,397-13.6% |