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 9-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 | $250,548 | $114,047+119.7% | $96,139+160.6% | $167,490+49.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.81% | 189.88%-177.1pp | 191.94%-179.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $8,038 | $3,427+134.5% | $2,797+187.4% | $4,837+66.2% |
| Participant deferral / active EE | $6,891 | $5,194+32.7% | $4,349+58.5% | $6,341+8.7% |
| Admin fee / account holder | $12,387 | $6,897+79.6% | $5,537+123.7% | $12,309+0.6% |