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 | $307,495 | $183,963+67.2% | $162,163+89.6% | $152,861+101.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.22% | 150.76%-124.5pp | 115.59%-89.4pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,003 | $6,371-68.6% | $5,614-64.3% | $4,762-57.9% |
| Participant deferral / active EE | $12,897 | $8,034+60.5% | $7,298+76.7% | $5,850+120.5% |
| Admin fee / account holder | $22,869 | $13,121+74.3% | $10,843+110.9% | $11,596+97.2% |