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 7-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 | $291,549 | $209,832+38.9% | $189,513+53.8% | $167,490+74.1% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 20.39% | 748.27%-727.9pp | 555.15%-534.8pp | 478.56%-458.2pp |
| Employer contribution / active EE | $7,705 | $6,914+11.4% | $6,162+25.0% | $4,837+59.3% |
| Participant deferral / active EE | $15,243 | $8,935+70.6% | $8,221+85.4% | $6,341+140.4% |
| Admin fee / account holder | $1,268 | $14,293-91.1% | $12,045-89.5% | $12,309-89.7% |