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 | $301,137 | $202,318+48.8% | $172,739+74.3% | $152,861+97.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 21.81% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $26,617 | $5,856+354.5% | $5,143+417.6% | $4,762+458.9% |
| Participant deferral / active EE | $8,269 | $5,948+39.0% | $5,198+59.1% | $5,850+41.3% |
| Admin fee / account holder | $16,658 | $17,109-2.6% | $13,954+19.4% | $11,596+43.6% |