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 | $282,706 | $165,335+71.0% | $149,696+88.9% | $158,922+77.9% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 10.67% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $6,003 | $5,103+17.6% | $4,644+29.3% | $4,761+26.1% |
| Participant deferral / active EE | $16,994 | $7,181+136.6% | $6,842+148.4% | $5,982+184.1% |
| Admin fee / account holder | $2,363 | $10,807-78.1% | $9,309-74.6% | $11,246-79.0% |