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 | $266,854 | $165,335+61.4% | $149,696+78.3% | $158,922+67.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 114.20% | 348.15%-233.9pp | 276.60%-162.4pp | 302.83%-188.6pp |
| Employer contribution / active EE | $8,479 | $5,103+66.2% | $4,644+82.6% | $4,761+78.1% |
| Participant deferral / active EE | $12,271 | $7,181+70.9% | $6,842+79.3% | $5,982+105.1% |
| Admin fee / account holder | $764 | $10,807-92.9% | $9,309-91.8% | $11,246-93.2% |