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 | $302,202 | $106,890+182.7% | $84,015+259.7% | $152,861+97.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.35% | 104.99%-79.6pp | 71.31%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $13,350 | $2,734+388.2% | $1,983+573.1% | $4,762+180.3% |
| Participant deferral / active EE | $7,957 | $4,011+98.4% | $3,239+145.7% | $5,850+36.0% |
| Admin fee / account holder | $6,997 | $8,285-15.5% | $6,101+14.7% | $11,596-39.7% |