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 | $315,256 | $96,305+227.4% | $80,569+291.3% | $139,434+126.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.87% | 1350.08%-1334.2pp | 935.43%-919.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $17,860 | $3,262+447.5% | $2,723+555.8% | $4,751+275.9% |
| Participant deferral / active EE | $9,346 | $5,232+78.6% | $4,447+110.1% | $6,710+39.3% |
| Admin fee / account holder | $3,351 | $6,599-49.2% | $5,377-37.7% | $11,403-70.6% |