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 4-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 | $265,232 | $210,648+25.9% | $177,989+49.0% | $145,922+81.8% |
| Participation rate | 94.4% | 80.8%+13.7pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 10.07% | 385.86%-375.8pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $12,328 | $4,565+170.1% | $3,949+212.2% | $4,660+164.6% |
| Participant deferral / active EE | $18,601 | $6,958+167.3% | $6,276+196.4% | $6,688+178.1% |
| Admin fee / account holder | $10,473 | $12,013-12.8% | $10,363+1.1% | $13,397-21.8% |