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 | $287,920 | $183,519+56.9% | $155,509+85.1% | $145,922+97.3% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 10.69% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $10,281 | $5,313+93.5% | $4,672+120.0% | $4,660+120.7% |
| Participant deferral / active EE | $7,373 | $6,462+14.1% | $5,626+31.0% | $6,688+10.2% |
| Admin fee / account holder | $8,732 | $19,313-54.8% | $15,912-45.1% | $13,397-34.8% |