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 | $367,191 | $217,402+68.9% | $185,823+97.6% | $167,490+119.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.15% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $5,775 | $5,873-1.7% | $5,167+11.8% | $4,837+19.4% |
| Participant deferral / active EE | $10,743 | $6,356+69.0% | $5,568+93.0% | $6,341+69.4% |
| Admin fee / account holder | $33,485 | $19,811+69.0% | $16,237+106.2% | $12,309+172.0% |