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 | $266,655 | $109,982+142.5% | $97,226+174.3% | $145,922+82.7% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 16.39% | 242.90%-226.5pp | 75.13%-58.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,841 | $3,084+57.0% | $2,729+77.4% | $4,660+3.9% |
| Participant deferral / active EE | $11,826 | $4,676+152.9% | $4,264+177.4% | $6,688+76.8% |
| Admin fee / account holder | $8,090 | $6,221+30.1% | $5,654+43.1% | $13,397-39.6% |