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 | $290,523 | $179,726+61.6% | $156,263+85.9% | $142,382+104.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.87% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,852 | $5,069+74.6% | $4,333+104.3% | $4,299+105.9% |
| Participant deferral / active EE | $9,054 | $6,956+30.2% | $6,158+47.0% | $6,507+39.1% |
| Admin fee / account holder | $987 | $17,272-94.3% | $14,255-93.1% | $12,624-92.2% |