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 | $339,772 | $185,200+83.5% | $142,863+137.8% | $167,490+102.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.54% | 8555.70%-8544.2pp | 5637.54%-5626.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $7,297 | $5,604+30.2% | $4,144+76.1% | $4,837+50.8% |
| Participant deferral / active EE | $17,333 | $4,494+285.7% | $3,837+351.7% | $6,341+173.3% |
| Admin fee / account holder | $3,743 | $8,031-53.4% | $6,560-42.9% | $12,309-69.6% |