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 | $293,369 | $198,466+47.8% | $170,442+72.1% | $147,584+98.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.68% | 257.29%-244.6pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $11,003 | $6,184+77.9% | $5,433+102.5% | $4,876+125.6% |
| Participant deferral / active EE | $8,140 | $5,629+44.6% | $4,939+64.8% | $5,439+49.7% |
| Admin fee / account holder | $48,636 | $16,852+188.6% | $13,880+250.4% | $10,885+346.8% |