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 | $265,689 | $109,817+141.9% | $98,442+169.9% | $167,490+58.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 12.74% | 1956.69%-1944.0pp | 1492.73%-1480.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $5,531 | $3,224+71.6% | $2,960+86.9% | $4,837+14.3% |
| Participant deferral / active EE | $10,447 | $4,673+123.6% | $4,276+144.3% | $6,341+64.8% |
| Admin fee / account holder | $67,481 | $6,753+899.3% | $5,949+1034.3% | $12,309+448.2% |