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 | $325,198 | $102,966+215.8% | $90,281+260.2% | $152,861+112.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.67% | 95.16%-76.5pp | 78.10%-59.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $5,121 | $3,139+63.2% | $2,854+79.4% | $4,762+7.5% |
| Participant deferral / active EE | $7,458 | $4,281+74.2% | $3,885+92.0% | $5,850+27.5% |
| Admin fee / account holder | $1,982 | $6,171-67.9% | $5,351-63.0% | $11,596-82.9% |