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 | $287,980 | $138,065+108.6% | $123,544+133.1% | $135,375+112.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.38% | 153.68%-143.3pp | 119.20%-108.8pp | 519.73%-509.4pp |
| Employer contribution / active EE | $2,976 | $5,151-42.2% | $4,628-35.7% | $4,779-37.7% |
| Participant deferral / active EE | $5,309 | $6,799-21.9% | $6,426-17.4% | $5,609-5.4% |
| Admin fee / account holder | $8,998 | $10,916-17.6% | $9,284-3.1% | $10,827-16.9% |