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 | $327,256 | $157,256+108.1% | $141,162+131.8% | $152,861+114.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.17% | 64.32%-40.2pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $9,434 | $5,261+79.3% | $4,735+99.2% | $4,762+98.1% |
| Participant deferral / active EE | $5,256 | $7,109-26.1% | $6,709-21.7% | $5,850-10.2% |
| Admin fee / account holder | $10,162 | $12,120-16.2% | $10,261-1.0% | $11,596-12.4% |