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 | $297,753 | $102,966+189.2% | $90,281+229.8% | $152,861+94.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 30.26% | 95.16%-64.9pp | 78.10%-47.8pp | 345.32%-315.1pp |
| Employer contribution / active EE | $3,212 | $3,139+2.3% | $2,854+12.5% | $4,762-32.6% |
| Participant deferral / active EE | $8,673 | $4,281+102.6% | $3,885+123.2% | $5,850+48.3% |
| Admin fee / account holder | $5,553 | $6,171-10.0% | $5,351+3.8% | $11,596-52.1% |