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 | $302,824 | $109,327+177.0% | $89,391+238.8% | $158,922+90.5% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.0%+27.7pp | 82.0%+13.7pp |
| Annual return | 27.59% | 345.68%-318.1pp | 245.62%-218.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $5,867 | $3,170+85.1% | $2,586+126.9% | $4,761+23.2% |
| Participant deferral / active EE | $5,486 | $4,598+19.3% | $3,890+41.0% | $5,982-8.3% |
| Admin fee / account holder | $2,511 | $6,153-59.2% | $4,881-48.6% | $11,246-77.7% |