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 | $327,654 | $158,398+106.9% | $126,539+158.9% | $142,382+130.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.98% | 593.76%-574.8pp | 425.95%-407.0pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,362 | $4,650-27.7% | $3,674-8.5% | $4,299-21.8% |
| Participant deferral / active EE | $42,500 | $4,767+791.6% | $4,083+941.0% | $6,507+553.1% |
| Admin fee / account holder | $2,548 | $6,918-63.2% | $6,065-58.0% | $12,624-79.8% |