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 | $317,581 | $159,901+98.6% | $146,958+116.1% | $145,922+117.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.08% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $8,000 | $5,286+51.3% | $4,933+62.2% | $4,660+71.7% |
| Participant deferral / active EE | $6,034 | $8,428-28.4% | $8,070-25.2% | $6,688-9.8% |
| Admin fee / account holder | $94,836 | $15,044+530.4% | $12,998+629.6% | $13,397+607.9% |