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 | $416,324 | $210,648+97.6% | $177,989+133.9% | $145,922+185.3% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 16.47% | 385.86%-369.4pp | 294.48%-278.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,713 | $4,565-40.6% | $3,949-31.3% | $4,660-41.8% |
| Participant deferral / active EE | $10,869 | $6,958+56.2% | $6,276+73.2% | $6,688+62.5% |
| Admin fee / account holder | $1,559 | $12,013-87.0% | $10,363-85.0% | $13,397-88.4% |