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 | $286,767 | $100,852+184.3% | $90,404+217.2% | $158,922+80.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.10% | 1724.20%-1713.1pp | 1293.02%-1281.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $6,354 | $3,689+72.3% | $3,262+94.8% | $4,761+33.5% |
| Participant deferral / active EE | $9,466 | $4,348+117.7% | $3,963+138.9% | $5,982+58.2% |
| Admin fee / account holder | $6,280 | $6,501-3.4% | $5,611+11.9% | $11,246-44.2% |