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 | $331,663 | $150,440+120.5% | $136,294+143.3% | $147,584+124.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 12.70% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $5,657 | $5,256+7.6% | $4,695+20.5% | $4,876+16.0% |
| Participant deferral / active EE | $3,093 | $6,630-53.4% | $6,247-50.5% | $5,439-43.1% |
| Admin fee / account holder | $597 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |