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 | $337,888 | $106,890+216.1% | $84,015+302.2% | $152,861+121.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.46% | 104.99%-91.5pp | 71.31%-57.8pp | 345.32%-331.9pp |
| Employer contribution / active EE | $19,812 | $2,734+624.6% | $1,983+898.9% | $4,762+316.0% |
| Participant deferral / active EE | $3,076 | $4,011-23.3% | $3,239-5.0% | $5,850-47.4% |
| Admin fee / account holder | $8,088 | $8,285-2.4% | $6,101+32.6% | $11,596-30.3% |