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 | $335,299 | $159,901+109.7% | $146,958+128.2% | $145,922+129.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.92% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,299 | $5,286-37.6% | $4,933-33.1% | $4,660-29.2% |
| Participant deferral / active EE | $6,661 | $8,428-21.0% | $8,070-17.5% | $6,688-0.4% |
| Admin fee / account holder | $1,968 | $15,044-86.9% | $12,998-84.9% | $13,397-85.3% |