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 | $256,109 | $169,032+51.5% | $129,207+98.2% | $145,922+75.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.98% | 14330.11%-14315.1pp | 9417.33%-9402.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,750 | $5,537-50.3% | $4,153-33.8% | $4,660-41.0% |
| Participant deferral / active EE | $11,788 | $4,987+136.3% | $4,168+182.8% | $6,688+76.3% |
| Admin fee / account holder | $2,276 | $9,954-77.1% | $7,715-70.5% | $13,397-83.0% |