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 | $305,482 | $175,202+74.4% | $149,673+104.1% | $139,434+119.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 117.04% | 166.71%-49.7pp | 134.42%-17.4pp | 372.94%-255.9pp |
| Employer contribution / active EE | $7,558 | $5,474+38.1% | $4,818+56.9% | $4,751+59.1% |
| Participant deferral / active EE | $11,285 | $6,519+73.1% | $5,680+98.7% | $6,710+68.2% |
| Admin fee / account holder | $13,797 | $16,150-14.6% | $13,210+4.4% | $11,403+21.0% |