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 | $271,704 | $159,901+69.9% | $146,958+84.9% | $145,922+86.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.73% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,806 | $5,286-46.9% | $4,933-43.1% | $4,660-39.8% |
| Participant deferral / active EE | $8,555 | $8,428+1.5% | $8,070+6.0% | $6,688+27.9% |
| Admin fee / account holder | $604 | $15,044-96.0% | $12,998-95.4% | $13,397-95.5% |