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 | $350,857 | $92,703+278.5% | $82,719+324.2% | $134,475+160.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2.86% | 944.92%-942.1pp | 701.18%-698.3pp | 417.96%-415.1pp |
| Employer contribution / active EE | $19,148 | $3,274+484.9% | $3,009+536.4% | $4,740+304.0% |
| Participant deferral / active EE | $6,374 | $4,802+32.7% | $4,395+45.0% | $6,400-0.4% |
| Admin fee / account holder | $2,042 | $5,983-65.9% | $5,329-61.7% | $11,426-82.1% |