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 | $268,661 | $183,519+46.4% | $155,509+72.8% | $145,922+84.1% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 13.17% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,500 | $5,313+22.4% | $4,672+39.1% | $4,660+39.5% |
| Participant deferral / active EE | $7,418 | $6,462+14.8% | $5,626+31.9% | $6,688+10.9% |
| Admin fee / account holder | $1,118 | $19,313-94.2% | $15,912-93.0% | $13,397-91.7% |