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 | $255,074 | $209,411+21.8% | $178,490+42.9% | $158,922+60.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.21% | 188.75%-163.5pp | 151.07%-125.9pp | 302.83%-277.6pp |
| Employer contribution / active EE | $4,053 | $5,706-29.0% | $5,011-19.1% | $4,761-14.9% |
| Participant deferral / active EE | $13,544 | $5,954+127.5% | $5,202+160.4% | $5,982+126.4% |
| Admin fee / account holder | $33,353 | $17,074+95.3% | $13,984+138.5% | $11,246+196.6% |