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 | $400,167 | $114,047+250.9% | $96,139+316.2% | $167,490+138.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.10% | 189.88%-173.8pp | 191.94%-175.8pp | 478.56%-462.5pp |
| Employer contribution / active EE | $8,892 | $3,427+159.5% | $2,797+217.9% | $4,837+83.8% |
| Participant deferral / active EE | $15,969 | $5,194+207.5% | $4,349+267.2% | $6,341+151.8% |
| Admin fee / account holder | $137,971 | $6,897+1900.5% | $5,537+2391.9% | $12,309+1020.9% |