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 | $402,258 | $159,901+151.6% | $146,958+173.7% | $145,922+175.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.37% | 98.13%-61.8pp | 418.34%-382.0pp | 561.29%-524.9pp |
| Employer contribution / active EE | $6,271 | $5,286+18.6% | $4,933+27.1% | $4,660+34.6% |
| Participant deferral / active EE | $16,150 | $8,428+91.6% | $8,070+100.1% | $6,688+141.5% |
| Admin fee / account holder | $427 | $15,044-97.2% | $12,998-96.7% | $13,397-96.8% |