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 | $351,645 | $217,402+61.7% | $185,823+89.2% | $167,490+109.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.06% | 148.36%-126.3pp | 122.05%-100.0pp | 478.56%-456.5pp |
| Employer contribution / active EE | $11,575 | $5,873+97.1% | $5,167+124.0% | $4,837+139.3% |
| Participant deferral / active EE | $11,154 | $6,356+75.5% | $5,568+100.3% | $6,341+75.9% |
| Admin fee / account holder | $21,217 | $19,811+7.1% | $16,237+30.7% | $12,309+72.4% |