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 | $341,261 | $175,202+94.8% | $149,673+128.0% | $139,434+144.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.61% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,043 | $5,474-62.7% | $4,818-57.6% | $4,751-57.0% |
| Participant deferral / active EE | $6,656 | $6,519+2.1% | $5,680+17.2% | $6,710-0.8% |
| Admin fee / account holder | $2,886 | $16,150-82.1% | $13,210-78.1% | $11,403-74.7% |