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 | $271,609 | $157,256+72.7% | $141,162+92.4% | $152,861+77.7% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 30.90% | 64.32%-33.4pp | 71.39%-40.5pp | 345.32%-314.4pp |
| Employer contribution / active EE | $10,314 | $5,261+96.1% | $4,735+117.8% | $4,762+116.6% |
| Participant deferral / active EE | $2,470 | $7,109-65.3% | $6,709-63.2% | $5,850-57.8% |
| Admin fee / account holder | $1,435 | $12,120-88.2% | $10,261-86.0% | $11,596-87.6% |