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 | $273,365 | $107,334+154.7% | $92,893+194.3% | $152,861+78.8% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 23.64% | 145.58%-121.9pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $11,659 | $4,221+176.2% | $3,653+219.2% | $4,762+144.8% |
| Participant deferral / active EE | $11,751 | $4,845+142.6% | $4,236+177.4% | $5,850+100.9% |
| Admin fee / account holder | $1,902 | $7,079-73.1% | $5,794-67.2% | $11,596-83.6% |