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 | $313,989 | $210,648+49.1% | $177,989+76.4% | $145,922+115.2% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 28.67% | 385.86%-357.2pp | 294.48%-265.8pp | 561.29%-532.6pp |
| Employer contribution / active EE | $3,077 | $4,565-32.6% | $3,949-22.1% | $4,660-34.0% |
| Participant deferral / active EE | $5,445 | $6,958-21.7% | $6,276-13.2% | $6,688-18.6% |
| Admin fee / account holder | $737 | $12,013-93.9% | $10,363-92.9% | $13,397-94.5% |