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 | $295,227 | $209,832+40.7% | $189,513+55.8% | $167,490+76.3% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 17.03% | 748.27%-731.2pp | 555.15%-538.1pp | 478.56%-461.5pp |
| Employer contribution / active EE | $4,209 | $6,914-39.1% | $6,162-31.7% | $4,837-13.0% |
| Participant deferral / active EE | $10,069 | $8,935+12.7% | $8,221+22.5% | $6,341+58.8% |
| Admin fee / account holder | $2,791 | $14,293-80.5% | $12,045-76.8% | $12,309-77.3% |