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 | $301,641 | $114,047+164.5% | $96,139+213.8% | $167,490+80.1% |
| Participation rate | 93.3% | 75.1%+18.3pp | 68.4%+24.9pp | 82.1%+11.2pp |
| Annual return | 11.10% | 189.88%-178.8pp | 191.94%-180.8pp | 478.56%-467.5pp |
| Employer contribution / active EE | $8,737 | $3,427+155.0% | $2,797+212.4% | $4,837+80.6% |
| Participant deferral / active EE | $4,189 | $5,194-19.3% | $4,349-3.7% | $6,341-33.9% |
| Admin fee / account holder | $24,750 | $6,897+258.9% | $5,537+347.0% | $12,309+101.1% |