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 | $280,180 | $183,963+52.3% | $162,163+72.8% | $152,861+83.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.47% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,774 | $6,371-25.1% | $5,614-15.0% | $4,762+0.2% |
| Participant deferral / active EE | $25,123 | $8,034+212.7% | $7,298+244.2% | $5,850+329.4% |
| Admin fee / account holder | $817 | $13,121-93.8% | $10,843-92.5% | $11,596-93.0% |