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 | $369,869 | $217,402+70.1% | $185,823+99.0% | $167,490+120.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.26% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $20,891 | $5,873+255.7% | $5,167+304.3% | $4,837+331.8% |
| Participant deferral / active EE | $16,773 | $6,356+163.9% | $5,568+201.2% | $6,341+164.5% |
| Admin fee / account holder | $9,874 | $19,811-50.2% | $16,237-39.2% | $12,309-19.8% |