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 | $284,249 | $124,185+128.9% | $108,410+162.2% | $167,490+69.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.78% | 1379.64%-1366.9pp | 905.27%-892.5pp | 478.56%-465.8pp |
| Employer contribution / active EE | $6,011 | $4,187+43.6% | $3,558+68.9% | $4,837+24.3% |
| Participant deferral / active EE | $7,203 | $6,908+4.3% | $6,563+9.8% | $6,341+13.6% |
| Admin fee / account holder | $13,343 | $9,455+41.1% | $7,295+82.9% | $12,309+8.4% |