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 | $254,650 | $159,901+59.3% | $146,958+73.3% | $145,922+74.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 16.09% | 98.13%-82.0pp | 418.34%-402.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,499 | $5,286-52.7% | $4,933-49.3% | $4,660-46.4% |
| Participant deferral / active EE | $5,312 | $8,428-37.0% | $8,070-34.2% | $6,688-20.6% |
| Admin fee / account holder | $2,095 | $15,044-86.1% | $12,998-83.9% | $13,397-84.4% |