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 | $321,656 | $209,411+53.6% | $178,490+80.2% | $158,922+102.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.82% | 188.75%-178.9pp | 151.07%-141.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $3,541 | $5,706-37.9% | $5,011-29.3% | $4,761-25.6% |
| Participant deferral / active EE | $9,694 | $5,954+62.8% | $5,202+86.4% | $5,982+62.0% |
| Admin fee / account holder | $14,819 | $17,074-13.2% | $13,984+6.0% | $11,246+31.8% |