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 9-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 | $250,638 | $159,901+56.7% | $146,958+70.6% | $145,922+71.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 13.73% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,877 | $5,286-64.5% | $4,933-61.9% | $4,660-59.7% |
| Participant deferral / active EE | $10,826 | $8,428+28.4% | $8,070+34.2% | $6,688+61.9% |
| Admin fee / account holder | $16,912 | $15,044+12.4% | $12,998+30.1% | $13,397+26.2% |