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 | $384,695 | $180,449+113.2% | $154,107+149.6% | $135,375+184.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.52% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,323 | $6,035-44.9% | $5,298-37.3% | $4,779-30.5% |
| Participant deferral / active EE | $7,065 | $5,806+21.7% | $5,081+39.1% | $5,609+26.0% |
| Admin fee / account holder | $860 | $16,143-94.7% | $13,411-93.6% | $10,827-92.1% |