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 | $335,590 | $160,055+109.7% | $140,016+139.7% | $135,375+147.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.78% | 911.38%-912.2pp | 651.12%-651.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $16,046 | $6,420+149.9% | $5,606+186.2% | $4,779+235.8% |
| Participant deferral / active EE | $14,632 | $7,642+91.5% | $6,927+111.2% | $5,609+160.9% |
| Admin fee / account holder | $335 | $13,328-97.5% | $10,705-96.9% | $10,827-96.9% |