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 | $299,944 | $202,318+48.3% | $172,739+73.6% | $152,861+96.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 17.19% | 1029.65%-1012.5pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $6,520 | $5,856+11.3% | $5,143+26.8% | $4,762+36.9% |
| Participant deferral / active EE | $6,820 | $5,948+14.7% | $5,198+31.2% | $5,850+16.6% |
| Admin fee / account holder | $3,443 | $17,109-79.9% | $13,954-75.3% | $11,596-70.3% |