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 | $258,795 | $217,402+19.0% | $185,823+39.3% | $167,490+54.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.43% | 148.36%-125.9pp | 122.05%-99.6pp | 478.56%-456.1pp |
| Employer contribution / active EE | $13,535 | $5,873+130.5% | $5,167+161.9% | $4,837+179.8% |
| Participant deferral / active EE | $12,539 | $6,356+97.3% | $5,568+125.2% | $6,341+97.7% |
| Admin fee / account holder | $541 | $19,811-97.3% | $16,237-96.7% | $12,309-95.6% |