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 | $445,191 | $159,901+178.4% | $146,958+202.9% | $145,922+205.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 26.44% | 98.13%-71.7pp | 418.34%-391.9pp | 561.29%-534.8pp |
| Employer contribution / active EE | $3,723 | $5,286-29.6% | $4,933-24.5% | $4,660-20.1% |
| Participant deferral / active EE | $19,268 | $8,428+128.6% | $8,070+138.8% | $6,688+188.1% |
| Admin fee / account holder | $1,853 | $15,044-87.7% | $12,998-85.7% | $13,397-86.2% |