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 | $265,961 | $175,202+51.8% | $149,673+77.7% | $139,434+90.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.57% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,854 | $5,474-11.3% | $4,818+0.8% | $4,751+2.2% |
| Participant deferral / active EE | $14,235 | $6,519+118.4% | $5,680+150.6% | $6,710+112.1% |
| Admin fee / account holder | $60,236 | $16,150+273.0% | $13,210+356.0% | $11,403+428.3% |