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 | $294,373 | $198,466+48.3% | $170,442+72.7% | $147,584+99.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.89% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $8,902 | $6,184+44.0% | $5,433+63.9% | $4,876+82.5% |
| Participant deferral / active EE | $7,205 | $5,629+28.0% | $4,939+45.9% | $5,439+32.5% |
| Admin fee / account holder | $27,398 | $16,852+62.6% | $13,880+97.4% | $10,885+151.7% |