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 | $311,048 | $138,065+125.3% | $123,544+151.8% | $135,375+129.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 114.64% | 153.68%-39.0pp | 119.20%-4.6pp | 519.73%-405.1pp |
| Employer contribution / active EE | $5,348 | $5,151+3.8% | $4,628+15.6% | $4,779+11.9% |
| Participant deferral / active EE | $15,580 | $6,799+129.1% | $6,426+142.5% | $5,609+177.8% |
| Admin fee / account holder | $307 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |