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 | $295,626 | $165,335+78.8% | $149,696+97.5% | $158,922+86.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 35.60% | 348.15%-312.5pp | 276.60%-241.0pp | 302.83%-267.2pp |
| Employer contribution / active EE | $3,938 | $5,103-22.8% | $4,644-15.2% | $4,761-17.3% |
| Participant deferral / active EE | $9,100 | $7,181+26.7% | $6,842+33.0% | $5,982+52.1% |
| Admin fee / account holder | $1,594 | $10,807-85.2% | $9,309-82.9% | $11,246-85.8% |