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 | $344,749 | $121,625+183.5% | $104,607+229.6% | $158,922+116.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 87.35% | 465.26%-377.9pp | 340.46%-253.1pp | 302.83%-215.5pp |
| Employer contribution / active EE | $24,320 | $3,163+668.9% | $2,681+807.3% | $4,761+410.8% |
| Participant deferral / active EE | $12,025 | $4,177+187.9% | $3,740+221.6% | $5,982+101.0% |
| Admin fee / account holder | $1,845 | $7,787-76.3% | $6,473-71.5% | $11,246-83.6% |