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 | $323,083 | $202,318+59.7% | $172,739+87.0% | $152,861+111.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 16.15% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,887 | $5,856-33.6% | $5,143-24.4% | $4,762-18.4% |
| Participant deferral / active EE | $5,100 | $5,948-14.3% | $5,198-1.9% | $5,850-12.8% |
| Admin fee / account holder | $14,287 | $17,109-16.5% | $13,954+2.4% | $11,596+23.2% |