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 | $294,579 | $114,381+157.5% | $107,525+174.0% | $142,382+106.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 137.37% | 242.71%-105.3pp | 181.32%-43.9pp | 217.08%-79.7pp |
| Employer contribution / active EE | $3,204 | $4,015-20.2% | $3,754-14.7% | $4,299-25.5% |
| Participant deferral / active EE | $8,521 | $5,564+53.1% | $5,116+66.6% | $6,507+30.9% |
| Admin fee / account holder | $41,007 | $9,860+315.9% | $8,919+359.8% | $12,624+224.8% |