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 | $260,144 | $202,318+28.6% | $172,739+50.6% | $152,861+70.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.15% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $10,272 | $5,856+75.4% | $5,143+99.7% | $4,762+115.7% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,850+6.8% |
| Admin fee / account holder | $4,622 | $17,109-73.0% | $13,954-66.9% | $11,596-60.1% |