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 | $297,573 | $109,982+170.6% | $97,226+206.1% | $145,922+103.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.17% | 242.90%-229.7pp | 75.13%-62.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,982 | $3,084-35.7% | $2,729-27.4% | $4,660-57.5% |
| Participant deferral / active EE | $5,044 | $4,676+7.9% | $4,264+18.3% | $6,688-24.6% |
| Admin fee / account holder | $9,009 | $6,221+44.8% | $5,654+59.3% | $13,397-32.8% |