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 | $375,682 | $210,648+78.3% | $177,989+111.1% | $145,922+157.5% |
| Participation rate | 81.3% | 80.8%+0.5pp | 77.1%+4.2pp | 80.3%+1.0pp |
| Annual return | 13.26% | 385.86%-372.6pp | 294.48%-281.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,688 | $4,565+2.7% | $3,949+18.7% | $4,660+0.6% |
| Participant deferral / active EE | $6,377 | $6,958-8.3% | $6,276+1.6% | $6,688-4.6% |
| Admin fee / account holder | $13,974 | $12,013+16.3% | $10,363+34.8% | $13,397+4.3% |