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 | $341,858 | $185,822+84.0% | $169,993+101.1% | $139,434+145.2% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 21.54% | 60.50%-39.0pp | 53.37%-31.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,525 | $7,590-40.4% | $6,785-33.3% | $4,751-4.7% |
| Participant deferral / active EE | $9,766 | $11,622-16.0% | $10,408-6.2% | $6,710+45.5% |
| Admin fee / account holder | $1,669 | $15,381-89.1% | $12,815-87.0% | $11,403-85.4% |