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 | $306,138 | $202,318+51.3% | $172,739+77.2% | $152,861+100.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.77% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,091 | $5,856-30.1% | $5,143-20.5% | $4,762-14.1% |
| Participant deferral / active EE | $5,030 | $5,948-15.4% | $5,198-3.2% | $5,850-14.0% |
| Admin fee / account holder | $1,100 | $17,109-93.6% | $13,954-92.1% | $11,596-90.5% |