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 | $284,646 | $226,064+25.9% | $182,532+55.9% | $152,861+86.2% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | 26.97% | 192.51%-165.5pp | 148.54%-121.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $979 | $4,978-80.3% | $4,076-76.0% | $4,762-79.4% |
| Participant deferral / active EE | $4,273 | $6,368-32.9% | $5,524-22.7% | $5,850-27.0% |
| Admin fee / account holder | $18,478 | $10,703+72.6% | $8,592+115.1% | $11,596+59.3% |