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 | $269,881 | $171,865+57.0% | $149,718+80.3% | $147,584+82.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.88% | 2113.22%-2091.3pp | 1501.63%-1479.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $14,560 | $6,275+132.0% | $5,445+167.4% | $4,876+198.6% |
| Participant deferral / active EE | $10,862 | $7,271+49.4% | $6,569+65.4% | $5,439+99.7% |
| Admin fee / account holder | $1,490 | $13,799-89.2% | $11,283-86.8% | $10,885-86.3% |