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 | $482,209 | $214,378+124.9% | $200,582+140.4% | $142,382+238.7% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 13.52% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,194 | $6,841-9.5% | $6,419-3.5% | $4,299+44.1% |
| Participant deferral / active EE | $6,076 | $9,865-38.4% | $9,331-34.9% | $6,507-6.6% |
| Admin fee / account holder | $588 | $17,692-96.7% | $16,305-96.4% | $12,624-95.3% |