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 | $399,179 | $210,648+89.5% | $177,989+124.3% | $145,922+173.6% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 11.40% | 385.86%-374.5pp | 294.48%-283.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,579 | $4,565-21.6% | $3,949-9.4% | $4,660-23.2% |
| Participant deferral / active EE | $9,374 | $6,958+34.7% | $6,276+49.4% | $6,688+40.2% |
| Admin fee / account holder | $2,865 | $12,013-76.2% | $10,363-72.4% | $13,397-78.6% |