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 9-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 | $308,480 | $160,055+92.7% | $140,016+120.3% | $135,375+127.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.04% | 911.38%-901.3pp | 651.12%-641.1pp | 519.73%-509.7pp |
| Employer contribution / active EE | $6,837 | $6,420+6.5% | $5,606+22.0% | $4,779+43.1% |
| Participant deferral / active EE | $9,990 | $7,642+30.7% | $6,927+44.2% | $5,609+78.1% |
| Admin fee / account holder | $3,333 | $13,328-75.0% | $10,705-68.9% | $10,827-69.2% |