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 | $256,467 | $210,648+21.8% | $177,989+44.1% | $145,922+75.8% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 21.03% | 385.86%-364.8pp | 294.48%-273.5pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,767 | $4,565-39.4% | $3,949-29.9% | $4,660-40.6% |
| Participant deferral / active EE | $6,894 | $6,958-0.9% | $6,276+9.8% | $6,688+3.1% |
| Admin fee / account holder | $6,053 | $12,013-49.6% | $10,363-41.6% | $13,397-54.8% |