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 | $280,370 | $109,982+154.9% | $97,226+188.4% | $145,922+92.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 13.83% | 242.90%-229.1pp | 75.13%-61.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,483 | $3,084+12.9% | $2,729+27.6% | $4,660-25.3% |
| Participant deferral / active EE | $6,102 | $4,676+30.5% | $4,264+43.1% | $6,688-8.8% |
| Admin fee / account holder | $2,150 | $6,221-65.4% | $5,654-62.0% | $13,397-84.0% |