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 | $335,331 | $105,998+216.4% | $92,233+263.6% | $147,584+127.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.30% | 50.05%-39.7pp | 176.28%-166.0pp | 578.55%-568.2pp |
| Employer contribution / active EE | $2,369 | $4,333-45.3% | $3,679-35.6% | $4,876-51.4% |
| Participant deferral / active EE | $9,508 | $4,478+112.3% | $3,897+144.0% | $5,439+74.8% |
| Admin fee / account holder | $765 | $6,332-87.9% | $5,194-85.3% | $10,885-93.0% |