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 | $291,539 | $148,534+96.3% | $135,903+114.5% | $139,434+109.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.39% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $20,804 | $5,243+296.8% | $4,856+328.4% | $4,751+337.9% |
| Participant deferral / active EE | $24,661 | $8,100+204.4% | $7,758+217.9% | $6,710+267.5% |
| Admin fee / account holder | $514 | $12,400-95.9% | $10,762-95.2% | $11,403-95.5% |