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 9-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 | $382,501 | $227,553+68.1% | $189,557+101.8% | $167,490+128.4% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 23.21% | 78.40%-55.2pp | 64.17%-41.0pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,826 | $5,316-65.7% | $4,412-58.6% | $4,837-62.3% |
| Participant deferral / active EE | $9,740 | $7,002+39.1% | $6,174+57.8% | $6,341+53.6% |
| Admin fee / account holder | $4,300 | $11,878-63.8% | $9,807-56.2% | $12,309-65.1% |