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 | $322,554 | $202,318+59.4% | $172,739+86.7% | $152,861+111.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.59% | 1029.65%-1001.1pp | 802.84%-774.2pp | 345.32%-316.7pp |
| Employer contribution / active EE | $5,888 | $5,856+0.5% | $5,143+14.5% | $4,762+23.6% |
| Participant deferral / active EE | $6,296 | $5,948+5.8% | $5,198+21.1% | $5,850+7.6% |
| Admin fee / account holder | $5,266 | $17,109-69.2% | $13,954-62.3% | $11,596-54.6% |