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 | $282,274 | $133,922+110.8% | $116,228+142.9% | $142,382+98.3% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.6%+18.8pp | 80.1%+13.2pp |
| Annual return | 17.76% | 147.76%-130.0pp | 90.06%-72.3pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,969 | $3,446+44.2% | $2,994+65.9% | $4,299+15.6% |
| Participant deferral / active EE | $6,676 | $5,672+17.7% | $4,953+34.8% | $6,507+2.6% |
| Admin fee / account holder | $6,602 | $14,945-55.8% | $11,989-44.9% | $12,624-47.7% |