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 | $357,800 | $165,335+116.4% | $149,696+139.0% | $158,922+125.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 31.29% | 348.15%-316.9pp | 276.60%-245.3pp | 302.83%-271.5pp |
| Employer contribution / active EE | $1,750 | $5,103-65.7% | $4,644-62.3% | $4,761-63.2% |
| Participant deferral / active EE | $10,043 | $7,181+39.9% | $6,842+46.8% | $5,982+67.9% |
| Admin fee / account holder | $61,497 | $10,807+469.1% | $9,309+560.6% | $11,246+446.8% |