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 | $352,040 | $202,318+74.0% | $172,739+103.8% | $152,861+130.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.38% | 1029.65%-999.3pp | 802.84%-772.5pp | 345.32%-314.9pp |
| Employer contribution / active EE | $3,066 | $5,856-47.6% | $5,143-40.4% | $4,762-35.6% |
| Participant deferral / active EE | $9,250 | $5,948+55.5% | $5,198+78.0% | $5,850+58.1% |
| Admin fee / account holder | $3,501 | $17,109-79.5% | $13,954-74.9% | $11,596-69.8% |