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 | $354,642 | $111,724+217.4% | $93,606+278.9% | $145,922+143.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 18.05% | 202.98%-184.9pp | 133.20%-115.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,858 | $3,090-7.5% | $2,420+18.1% | $4,660-38.7% |
| Participant deferral / active EE | $8,598 | $4,912+75.1% | $4,411+94.9% | $6,688+28.6% |
| Admin fee / account holder | $8,353 | $10,250-18.5% | $8,285+0.8% | $13,397-37.7% |