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 | $264,774 | $159,901+65.6% | $146,958+80.2% | $145,922+81.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.89% | 98.13%-84.2pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,786 | $5,286-66.2% | $4,933-63.8% | $4,660-61.7% |
| Participant deferral / active EE | $7,478 | $8,428-11.3% | $8,070-7.3% | $6,688+11.8% |
| Admin fee / account holder | $38,684 | $15,044+157.1% | $12,998+197.6% | $13,397+188.8% |