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 | $293,470 | $138,044+112.6% | $125,339+134.1% | $134,475+118.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.33% | 750.33%-747.0pp | 572.05%-568.7pp | 417.96%-414.6pp |
| Employer contribution / active EE | $8,600 | $5,243+64.0% | $4,814+78.7% | $4,740+81.4% |
| Participant deferral / active EE | $20,127 | $7,799+158.1% | $7,446+170.3% | $6,400+214.5% |
| Admin fee / account holder | $2,244 | $11,571-80.6% | $10,010-77.6% | $11,426-80.4% |