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 | $322,824 | $202,318+59.6% | $172,739+86.9% | $152,861+111.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 34.91% | 1029.65%-994.7pp | 802.84%-767.9pp | 345.32%-310.4pp |
| Employer contribution / active EE | $3,518 | $5,856-39.9% | $5,143-31.6% | $4,762-26.1% |
| Participant deferral / active EE | $6,769 | $5,948+13.8% | $5,198+30.2% | $5,850+15.7% |
| Admin fee / account holder | $2,213 | $17,109-87.1% | $13,954-84.1% | $11,596-80.9% |