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 | $269,936 | $176,662+52.8% | $130,648+106.6% | $152,861+76.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 28.86% | 2692.24%-2663.4pp | 1708.96%-1680.1pp | 345.32%-316.5pp |
| Employer contribution / active EE | $9,440 | $5,742+64.4% | $4,092+130.7% | $4,762+98.2% |
| Participant deferral / active EE | $7,995 | $4,361+83.3% | $3,603+121.9% | $5,850+36.7% |
| Admin fee / account holder | $352 | $7,133-95.1% | $5,464-93.6% | $11,596-97.0% |