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 | $345,211 | $209,832+64.5% | $189,513+82.2% | $167,490+106.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.18% | 748.27%-739.1pp | 555.15%-546.0pp | 478.56%-469.4pp |
| Employer contribution / active EE | $12,627 | $6,914+82.6% | $6,162+104.9% | $4,837+161.0% |
| Participant deferral / active EE | $16,164 | $8,935+80.9% | $8,221+96.6% | $6,341+154.9% |
| Admin fee / account holder | $2,115 | $14,293-85.2% | $12,045-82.4% | $12,309-82.8% |