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 | $316,298 | $159,901+97.8% | $146,958+115.2% | $145,922+116.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.98% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,804 | $5,286-65.9% | $4,933-63.4% | $4,660-61.3% |
| Participant deferral / active EE | $12,070 | $8,428+43.2% | $8,070+49.6% | $6,688+80.5% |
| Admin fee / account holder | $385 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |