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 | $343,587 | $171,865+99.9% | $149,718+129.5% | $147,584+132.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.24% | 2113.22%-2104.0pp | 1501.63%-1492.4pp | 578.55%-569.3pp |
| Employer contribution / active EE | $9,283 | $6,275+47.9% | $5,445+70.5% | $4,876+90.4% |
| Participant deferral / active EE | $9,729 | $7,271+33.8% | $6,569+48.1% | $5,439+78.9% |
| Admin fee / account holder | $18,225 | $13,799+32.1% | $11,283+61.5% | $10,885+67.4% |