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 | $267,561 | $102,604+160.8% | $86,188+210.4% | $139,434+91.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 19.01% | 1922.51%-1903.5pp | 1168.45%-1149.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,218 | $3,032-59.8% | $2,380-48.8% | $4,751-74.4% |
| Participant deferral / active EE | $2,307 | $4,676-50.7% | $3,985-42.1% | $6,710-65.6% |
| Admin fee / account holder | $3,977 | $8,657-54.1% | $6,852-42.0% | $11,403-65.1% |