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 | $263,917 | $183,519+43.8% | $155,509+69.7% | $145,922+80.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 24.57% | 61.17%-36.6pp | 64.67%-40.1pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,491 | $5,313-53.1% | $4,672-46.7% | $4,660-46.5% |
| Participant deferral / active EE | $11,612 | $6,462+79.7% | $5,626+106.4% | $6,688+73.6% |
| Admin fee / account holder | $3,644 | $19,313-81.1% | $15,912-77.1% | $13,397-72.8% |