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 | $363,397 | $159,901+127.3% | $146,958+147.3% | $145,922+149.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.76% | 98.13%-62.4pp | 418.34%-382.6pp | 561.29%-525.5pp |
| Employer contribution / active EE | $4,084 | $5,286-22.7% | $4,933-17.2% | $4,660-12.4% |
| Participant deferral / active EE | $14,510 | $8,428+72.2% | $8,070+79.8% | $6,688+117.0% |
| Admin fee / account holder | $72,748 | $15,044+383.6% | $12,998+459.7% | $13,397+443.0% |