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 | $259,887 | $198,466+30.9% | $170,442+52.5% | $147,584+76.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.81% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,962 | $6,184-35.9% | $5,433-27.1% | $4,876-18.7% |
| Participant deferral / active EE | $5,072 | $5,629-9.9% | $4,939+2.7% | $5,439-6.7% |
| Admin fee / account holder | $4,657 | $16,852-72.4% | $13,880-66.4% | $10,885-57.2% |