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 | $378,480 | $107,334+252.6% | $92,893+307.4% | $152,861+147.6% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 18.92% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $22,270 | $4,221+427.6% | $3,653+509.7% | $4,762+367.6% |
| Participant deferral / active EE | $4,814 | $4,845-0.6% | $4,236+13.6% | $5,850-17.7% |
| Admin fee / account holder | $7,544 | $7,079+6.6% | $5,794+30.2% | $11,596-34.9% |