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 | $289,138 | $96,635+199.2% | $86,612+233.8% | $139,434+107.4% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 11.14% | 106.41%-95.3pp | 591.07%-579.9pp | 372.94%-361.8pp |
| Employer contribution / active EE | $5,769 | $3,263+76.8% | $3,022+90.9% | $4,751+21.4% |
| Participant deferral / active EE | $5,669 | $4,836+17.2% | $4,438+27.8% | $6,710-15.5% |
| Admin fee / account holder | $12,269 | $6,408+91.5% | $5,614+118.5% | $11,403+7.6% |