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 | $400,048 | $226,064+77.0% | $182,532+119.2% | $152,861+161.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 36.41% | 192.51%-156.1pp | 148.54%-112.1pp | 345.32%-308.9pp |
| Employer contribution / active EE | $10,082 | $4,978+102.5% | $4,076+147.3% | $4,762+111.7% |
| Participant deferral / active EE | $5,550 | $6,368-12.8% | $5,524+0.5% | $5,850-5.1% |
| Admin fee / account holder | $8,336 | $10,703-22.1% | $8,592-3.0% | $11,596-28.1% |