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 | $305,669 | $210,648+45.1% | $177,989+71.7% | $145,922+109.5% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 62.33% | 385.86%-323.5pp | 294.48%-232.2pp | 561.29%-499.0pp |
| Employer contribution / active EE | $2,439 | $4,565-46.6% | $3,949-38.2% | $4,660-47.6% |
| Participant deferral / active EE | $4,749 | $6,958-31.7% | $6,276-24.3% | $6,688-29.0% |
| Admin fee / account holder | $2,831 | $12,013-76.4% | $10,363-72.7% | $13,397-78.9% |