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 | $270,177 | $180,449+49.7% | $154,107+75.3% | $135,375+99.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.75% | 888.09%-894.8pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $10,020 | $6,035+66.0% | $5,298+89.1% | $4,779+109.7% |
| Participant deferral / active EE | $7,400 | $5,806+27.5% | $5,081+45.7% | $5,609+31.9% |
| Admin fee / account holder | $18,569 | $16,143+15.0% | $13,411+38.5% | $10,827+71.5% |