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 | $280,517 | $124,185+125.9% | $108,410+158.8% | $167,490+67.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.37% | 1379.64%-1365.3pp | 905.27%-890.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,732 | $4,187-10.9% | $3,558+4.9% | $4,837-22.9% |
| Participant deferral / active EE | $14,727 | $6,908+113.2% | $6,563+124.4% | $6,341+132.2% |
| Admin fee / account holder | $2,750 | $9,455-70.9% | $7,295-62.3% | $12,309-77.7% |