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 | $266,528 | $148,534+79.4% | $135,903+96.1% | $139,434+91.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.40% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $6,101 | $5,243+16.4% | $4,856+25.6% | $4,751+28.4% |
| Participant deferral / active EE | $21,525 | $8,100+165.7% | $7,758+177.5% | $6,710+220.8% |
| Admin fee / account holder | $620 | $12,400-95.0% | $10,762-94.2% | $11,403-94.6% |