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 | $259,037 | $96,635+168.1% | $86,612+199.1% | $139,434+85.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.17% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $13,467 | $3,263+312.7% | $3,022+345.6% | $4,751+183.5% |
| Participant deferral / active EE | $16,234 | $4,836+235.7% | $4,438+265.8% | $6,710+141.9% |
| Admin fee / account holder | $82,673 | $6,408+1190.2% | $5,614+1372.6% | $11,403+625.0% |