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 | $259,759 | $138,044+88.2% | $125,339+107.2% | $134,475+93.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.23% | 750.33%-747.1pp | 572.05%-568.8pp | 417.96%-414.7pp |
| Employer contribution / active EE | $1,653 | $5,243-68.5% | $4,814-65.7% | $4,740-65.1% |
| Participant deferral / active EE | $17,333 | $7,799+122.3% | $7,446+132.8% | $6,400+170.8% |
| Admin fee / account holder | $7,846 | $11,571-32.2% | $10,010-21.6% | $11,426-31.3% |