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 | $335,913 | $209,832+60.1% | $189,513+77.3% | $167,490+100.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.41% | 748.27%-732.9pp | 555.15%-539.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $8,564 | $6,914+23.9% | $6,162+39.0% | $4,837+77.0% |
| Participant deferral / active EE | $11,635 | $8,935+30.2% | $8,221+41.5% | $6,341+83.5% |
| Admin fee / account holder | $151,210 | $14,293+957.9% | $12,045+1155.4% | $12,309+1128.4% |