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 3-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 | $264,217 | $210,648+25.4% | $177,989+48.4% | $145,922+81.1% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.69% | 385.86%-374.2pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,789 | $4,565-38.9% | $3,949-29.4% | $4,660-40.1% |
| Participant deferral / active EE | $5,882 | $6,958-15.5% | $6,276-6.3% | $6,688-12.1% |
| Admin fee / account holder | $1,346 | $12,013-88.8% | $10,363-87.0% | $13,397-90.0% |