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 | $273,493 | $210,648+29.8% | $177,989+53.7% | $145,922+87.4% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 10.72% | 385.86%-375.1pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,465 | $4,565+19.7% | $3,949+38.4% | $4,660+17.3% |
| Participant deferral / active EE | $3,442 | $6,958-50.5% | $6,276-45.2% | $6,688-48.5% |
| Admin fee / account holder | $5,351 | $12,013-55.5% | $10,363-48.4% | $13,397-60.1% |