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 | $266,778 | $138,065+93.2% | $123,544+115.9% | $135,375+97.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.68% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $15,296 | $5,151+196.9% | $4,628+230.5% | $4,779+220.1% |
| Participant deferral / active EE | $6,965 | $6,799+2.4% | $6,426+8.4% | $5,609+24.2% |
| Admin fee / account holder | $20,390 | $10,916+86.8% | $9,284+119.6% | $10,827+88.3% |