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 | $362,208 | $176,056+105.7% | $159,436+127.2% | $167,490+116.3% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 11.17% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,296 | $5,297-56.6% | $4,829-52.4% | $4,837-52.5% |
| Participant deferral / active EE | $5,999 | $7,750-22.6% | $7,352-18.4% | $6,341-5.4% |
| Admin fee / account holder | $4,236 | $12,554-66.3% | $10,799-60.8% | $12,309-65.6% |