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 | $259,658 | $138,044+88.1% | $125,339+107.2% | $134,475+93.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 4.10% | 750.33%-746.2pp | 572.05%-568.0pp | 417.96%-413.9pp |
| Employer contribution / active EE | $4,070 | $5,243-22.4% | $4,814-15.5% | $4,740-14.1% |
| Participant deferral / active EE | $9,679 | $7,799+24.1% | $7,446+30.0% | $6,400+51.2% |
| Admin fee / account holder | $6,111 | $11,571-47.2% | $10,010-39.0% | $11,426-46.5% |