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 | $372,848 | $96,635+285.8% | $86,612+330.5% | $139,434+167.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.73% | 106.41%-78.7pp | 591.07%-563.3pp | 372.94%-345.2pp |
| Employer contribution / active EE | $18,342 | $3,263+462.1% | $3,022+506.8% | $4,751+286.1% |
| Participant deferral / active EE | $12,968 | $4,836+168.1% | $4,438+192.2% | $6,710+93.3% |
| Admin fee / account holder | $20,925 | $6,408+226.6% | $5,614+272.7% | $11,403+83.5% |