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 | $268,882 | $202,318+32.9% | $172,739+55.7% | $152,861+75.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 30.01% | 1029.65%-999.6pp | 802.84%-772.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $3,396 | $5,856-42.0% | $5,143-34.0% | $4,762-28.7% |
| Participant deferral / active EE | $6,709 | $5,948+12.8% | $5,198+29.1% | $5,850+14.7% |
| Admin fee / account holder | $5,773 | $17,109-66.3% | $13,954-58.6% | $11,596-50.2% |