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 | $337,001 | $183,963+83.2% | $162,163+107.8% | $152,861+120.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 15.56% | 150.76%-135.2pp | 115.59%-100.0pp | 345.32%-329.8pp |
| Employer contribution / active EE | $6,733 | $6,371+5.7% | $5,614+19.9% | $4,762+41.4% |
| Participant deferral / active EE | $12,140 | $8,034+51.1% | $7,298+66.3% | $5,850+107.5% |
| Admin fee / account holder | $46,972 | $13,121+258.0% | $10,843+333.2% | $11,596+305.1% |