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 | $270,228 | $176,056+53.5% | $159,436+69.5% | $167,490+61.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.93% | 331.75%-313.8pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $4,028 | $5,297-24.0% | $4,829-16.6% | $4,837-16.7% |
| Participant deferral / active EE | $9,452 | $7,750+22.0% | $7,352+28.6% | $6,341+49.1% |
| Admin fee / account holder | $4,856 | $12,554-61.3% | $10,799-55.0% | $12,309-60.5% |