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 | $301,963 | $183,519+64.5% | $155,509+94.2% | $145,922+106.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.72% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $10,914 | $5,313+105.4% | $4,672+133.6% | $4,660+134.2% |
| Participant deferral / active EE | $33,339 | $6,462+415.9% | $5,626+492.6% | $6,688+398.5% |
| Admin fee / account holder | $2,669 | $19,313-86.2% | $15,912-83.2% | $13,397-80.1% |