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 | $261,911 | $135,635+93.1% | $110,238+137.6% | $135,375+93.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.01% | 513.19%-518.2pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,833 | $4,906-21.9% | $3,826+0.2% | $4,779-19.8% |
| Participant deferral / active EE | $11,750 | $5,506+113.4% | $4,672+151.5% | $5,609+109.5% |
| Admin fee / account holder | $678 | $11,457-94.1% | $8,547-92.1% | $10,827-93.7% |