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 | $289,915 | $133,922+116.5% | $116,228+149.4% | $142,382+103.6% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 11.62% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,775 | $3,446-48.5% | $2,994-40.7% | $4,299-58.7% |
| Participant deferral / active EE | $5,868 | $5,672+3.5% | $4,953+18.5% | $6,507-9.8% |
| Admin fee / account holder | $6,506 | $14,945-56.5% | $11,989-45.7% | $12,624-48.5% |