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 | $430,270 | $111,724+285.1% | $93,606+359.7% | $145,922+194.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.44% | 202.98%-193.5pp | 133.20%-123.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $6,581 | $3,090+113.0% | $2,420+172.0% | $4,660+41.2% |
| Participant deferral / active EE | $10,677 | $4,912+117.4% | $4,411+142.0% | $6,688+59.6% |
| Admin fee / account holder | $7,177 | $10,250-30.0% | $8,285-13.4% | $13,397-46.4% |