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 | $295,331 | $159,602+85.0% | $150,045+96.8% | $142,382+107.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 277.21% | 70.24%+207.0pp | 62.55%+214.7pp | 217.08%+60.1pp |
| Employer contribution / active EE | $11,668 | $4,961+135.2% | $4,693+148.6% | $4,299+171.4% |
| Participant deferral / active EE | $8,741 | $8,310+5.2% | $7,997+9.3% | $6,507+34.3% |
| Admin fee / account holder | $5,184 | $14,846-65.1% | $13,435-61.4% | $12,624-58.9% |