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 | $290,013 | $144,119+101.2% | $117,854+146.1% | $147,584+96.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.42% | 531.15%-516.7pp | 335.08%-320.7pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,480 | $4,896-69.8% | $3,786-60.9% | $4,876-69.7% |
| Participant deferral / active EE | $4,809 | $5,316-9.5% | $4,482+7.3% | $5,439-11.6% |
| Admin fee / account holder | $43,243 | $10,886+297.2% | $8,020+439.2% | $10,885+297.3% |