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 | $265,541 | $226,064+17.5% | $182,532+45.5% | $152,861+73.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.60% | 192.51%-178.9pp | 148.54%-134.9pp | 345.32%-331.7pp |
| Employer contribution / active EE | $3,921 | $4,978-21.2% | $4,076-3.8% | $4,762-17.7% |
| Participant deferral / active EE | $11,333 | $6,368+78.0% | $5,524+105.2% | $5,850+93.7% |
| Admin fee / account holder | $2,102 | $10,703-80.4% | $8,592-75.5% | $11,596-81.9% |