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 | $290,460 | $202,318+43.6% | $172,739+68.2% | $152,861+90.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 25.30% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,502 | $5,856-74.4% | $5,143-70.8% | $4,762-68.5% |
| Participant deferral / active EE | $8,182 | $5,948+37.5% | $5,198+57.4% | $5,850+39.9% |
| Admin fee / account holder | $2,908 | $17,109-83.0% | $13,954-79.2% | $11,596-74.9% |