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 | $282,794 | $177,572+59.3% | $154,803+82.7% | $142,382+98.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.43% | 65.07%-47.6pp | 58.88%-41.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,202 | $4,810+28.9% | $4,305+44.1% | $4,299+44.3% |
| Participant deferral / active EE | $24,048 | $6,272+283.4% | $5,540+334.0% | $6,507+269.6% |
| Admin fee / account holder | $33,407 | $16,786+99.0% | $14,329+133.1% | $12,624+164.6% |