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 | $275,435 | $138,065+99.5% | $123,544+122.9% | $135,375+103.5% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | 4.71% | 153.68%-149.0pp | 119.20%-114.5pp | 519.73%-515.0pp |
| Employer contribution / active EE | $5,710 | $5,151+10.8% | $4,628+23.4% | $4,779+19.5% |
| Participant deferral / active EE | $5,031 | $6,799-26.0% | $6,426-21.7% | $5,609-10.3% |
| Admin fee / account holder | $4,049 | $10,916-62.9% | $9,284-56.4% | $10,827-62.6% |