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 | $283,024 | $176,056+60.8% | $159,436+77.5% | $167,490+69.0% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 19.47% | 331.75%-312.3pp | 263.57%-244.1pp | 478.56%-459.1pp |
| Employer contribution / active EE | $8,792 | $5,297+66.0% | $4,829+82.1% | $4,837+81.8% |
| Participant deferral / active EE | $8,044 | $7,750+3.8% | $7,352+9.4% | $6,341+26.9% |
| Admin fee / account holder | $885 | $12,554-92.9% | $10,799-91.8% | $12,309-92.8% |