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 | $296,723 | $150,440+97.2% | $136,294+117.7% | $147,584+101.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 21.57% | 1049.08%-1027.5pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,638 | $5,256-68.8% | $4,695-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $2,674 | $6,630-59.7% | $6,247-57.2% | $5,439-50.8% |
| Admin fee / account holder | $5,458 | $10,905-50.0% | $9,243-41.0% | $10,885-49.9% |