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 | $271,036 | $115,770+134.1% | $101,248+167.7% | $158,922+70.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 10.43% | 56.14%-45.7pp | 46.47%-36.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $5,155 | $4,175+23.5% | $3,660+40.9% | $4,761+8.3% |
| Participant deferral / active EE | $13,050 | $4,957+163.3% | $4,370+198.6% | $5,982+118.2% |
| Admin fee / account holder | $14,246 | $7,245+96.6% | $5,945+139.6% | $11,246+26.7% |