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 6-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 | $265,215 | $111,724+137.4% | $93,606+183.3% | $145,922+81.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.84% | 202.98%-189.1pp | 133.20%-119.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,867 | $3,090-7.2% | $2,420+18.5% | $4,660-38.5% |
| Participant deferral / active EE | $14,340 | $4,912+191.9% | $4,411+225.1% | $6,688+114.4% |
| Admin fee / account holder | $1,684 | $10,250-83.6% | $8,285-79.7% | $13,397-87.4% |