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 | $264,882 | $171,865+54.1% | $149,718+76.9% | $147,584+79.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 29.05% | 2113.22%-2084.2pp | 1501.63%-1472.6pp | 578.55%-549.5pp |
| Employer contribution / active EE | $15,479 | $6,275+146.7% | $5,445+184.3% | $4,876+217.4% |
| Participant deferral / active EE | $10,452 | $7,271+43.7% | $6,569+59.1% | $5,439+92.2% |
| Admin fee / account holder | $3,514 | $13,799-74.5% | $11,283-68.9% | $10,885-67.7% |