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 | $297,282 | $150,187+97.9% | $120,354+147.0% | $145,922+103.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.96% | 154.07%-133.1pp | 107.15%-86.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $3,846 | $4,348-11.5% | $3,463+11.1% | $4,660-17.5% |
| Participant deferral / active EE | $4,692 | $6,173-24.0% | $4,991-6.0% | $6,688-29.8% |
| Admin fee / account holder | $568 | $12,207-95.3% | $9,423-94.0% | $13,397-95.8% |