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 | $262,854 | $70,756+271.5% | $65,493+301.3% | $142,382+84.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.90% | 1754.89%-1740.0pp | 982.45%-967.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $9,868 | $2,881+242.6% | $2,574+283.3% | $4,299+129.5% |
| Participant deferral / active EE | $9,056 | $4,637+95.3% | $3,961+128.6% | $6,507+39.2% |
| Admin fee / account holder | $3,069 | $6,559-53.2% | $5,028-39.0% | $12,624-75.7% |