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 | $340,435 | $214,378+58.8% | $200,582+69.7% | $142,382+139.1% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 16.87% | 46.41%-29.5pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $9,644 | $6,841+41.0% | $6,419+50.3% | $4,299+124.3% |
| Participant deferral / active EE | $15,886 | $9,865+61.0% | $9,331+70.2% | $6,507+144.1% |
| Admin fee / account holder | $4,988 | $17,692-71.8% | $16,305-69.4% | $12,624-60.5% |