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 | $259,803 | $123,909+109.7% | $69,647+273.0% | $145,922+78.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 190.55%-177.4pp | 100.48%-87.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,812 | $2,682+42.1% | $1,712+122.6% | $4,660-18.2% |
| Participant deferral / active EE | $3,812 | $4,236-10.0% | $2,886+32.1% | $6,688-43.0% |
| Admin fee / account holder | $1,238 | $7,863-84.3% | $4,713-73.7% | $13,397-90.8% |