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 | $330,475 | $159,602+107.1% | $150,045+120.3% | $142,382+132.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.81% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $7,416 | $4,961+49.5% | $4,693+58.0% | $4,299+72.5% |
| Participant deferral / active EE | $10,526 | $8,310+26.7% | $7,997+31.6% | $6,507+61.8% |
| Admin fee / account holder | $2,193 | $14,846-85.2% | $13,435-83.7% | $12,624-82.6% |