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 | $376,457 | $160,055+135.2% | $140,016+168.9% | $135,375+178.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.98% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $27,833 | $6,420+333.5% | $5,606+396.5% | $4,779+482.4% |
| Participant deferral / active EE | $14,676 | $7,642+92.1% | $6,927+111.9% | $5,609+161.7% |
| Admin fee / account holder | $66,691 | $13,328+400.4% | $10,705+523.0% | $10,827+516.0% |