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 | $300,409 | $159,901+87.9% | $146,958+104.4% | $145,922+105.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.66% | 98.13%-76.5pp | 418.34%-396.7pp | 561.29%-539.6pp |
| Employer contribution / active EE | $2,487 | $5,286-53.0% | $4,933-49.6% | $4,660-46.6% |
| Participant deferral / active EE | $7,732 | $8,428-8.3% | $8,070-4.2% | $6,688+15.6% |
| Admin fee / account holder | $2,237 | $15,044-85.1% | $12,998-82.8% | $13,397-83.3% |