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 | $377,769 | $183,963+105.4% | $162,163+133.0% | $152,861+147.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.35% | 150.76%-122.4pp | 115.59%-87.2pp | 345.32%-317.0pp |
| Employer contribution / active EE | $7,654 | $6,371+20.1% | $5,614+36.3% | $4,762+60.7% |
| Participant deferral / active EE | $13,551 | $8,034+68.7% | $7,298+85.7% | $5,850+131.6% |
| Admin fee / account holder | $20,354 | $13,121+55.1% | $10,843+87.7% | $11,596+75.5% |