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 7-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 | $286,398 | $102,966+178.1% | $90,281+217.2% | $152,861+87.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 19.15% | 95.16%-76.0pp | 78.10%-58.9pp | 345.32%-326.2pp |
| Employer contribution / active EE | $8,326 | $3,139+165.3% | $2,854+191.7% | $4,762+74.8% |
| Participant deferral / active EE | $4,860 | $4,281+13.5% | $3,885+25.1% | $5,850-16.9% |
| Admin fee / account holder | $744 | $6,171-87.9% | $5,351-86.1% | $11,596-93.6% |