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 | $344,466 | $210,408+63.7% | $153,485+124.4% | $145,922+136.1% |
| Participation rate | 94.4% | 82.1%+12.3pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 10.48% | 13.37%-2.9pp | 15.65%-5.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $13,738 | $6,048+127.2% | $5,039+172.7% | $4,660+194.8% |
| Participant deferral / active EE | $9,184 | $7,975+15.1% | $6,757+35.9% | $6,688+37.3% |
| Admin fee / account holder | $57,220 | $19,419+194.7% | $12,724+349.7% | $13,397+327.1% |