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 | $390,343 | $105,998+268.3% | $92,233+323.2% | $147,584+164.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.32% | 50.05%-24.7pp | 176.28%-151.0pp | 578.55%-553.2pp |
| Employer contribution / active EE | $8,023 | $4,333+85.2% | $3,679+118.0% | $4,876+64.5% |
| Participant deferral / active EE | $7,386 | $4,478+64.9% | $3,897+89.5% | $5,439+35.8% |
| Admin fee / account holder | $3,409 | $6,332-46.2% | $5,194-34.4% | $10,885-68.7% |