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 | $260,762 | $209,832+24.3% | $189,513+37.6% | $167,490+55.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.54% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $10,841 | $6,914+56.8% | $6,162+75.9% | $4,837+124.1% |
| Participant deferral / active EE | $12,351 | $8,935+38.2% | $8,221+50.2% | $6,341+94.8% |
| Admin fee / account holder | $5,210 | $14,293-63.6% | $12,045-56.7% | $12,309-57.7% |