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 | $270,280 | $150,440+79.7% | $136,294+98.3% | $147,584+83.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.69% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $10,446 | $5,256+98.7% | $4,695+122.5% | $4,876+114.2% |
| Participant deferral / active EE | $12,173 | $6,630+83.6% | $6,247+94.9% | $5,439+123.8% |
| Admin fee / account holder | $915 | $10,905-91.6% | $9,243-90.1% | $10,885-91.6% |