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 | $345,766 | $150,440+129.8% | $136,294+153.7% | $147,584+134.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.98% | 1049.08%-1023.1pp | 5155.94%-5130.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $3,550 | $5,256-32.5% | $4,695-24.4% | $4,876-27.2% |
| Participant deferral / active EE | $6,461 | $6,630-2.6% | $6,247+3.4% | $5,439+18.8% |
| Admin fee / account holder | $3,049 | $10,905-72.0% | $9,243-67.0% | $10,885-72.0% |