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 | $259,216 | $90,600+186.1% | $79,464+226.2% | $135,375+91.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.36% | 977.43%-973.1pp | 718.14%-713.8pp | 519.73%-515.4pp |
| Employer contribution / active EE | $11,117 | $3,068+262.4% | $2,800+297.0% | $4,779+132.6% |
| Participant deferral / active EE | $12,624 | $4,050+211.7% | $3,704+240.8% | $5,609+125.1% |
| Admin fee / account holder | $1,788 | $5,907-69.7% | $5,113-65.0% | $10,827-83.5% |