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 | $319,264 | $209,832+52.2% | $189,513+68.5% | $167,490+90.6% |
| Participation rate | 84.6% | 88.7%-4.1pp | 87.8%-3.2pp | 82.1%+2.5pp |
| Annual return | 19.23% | 748.27%-729.0pp | 555.15%-535.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $4,196 | $6,914-39.3% | $6,162-31.9% | $4,837-13.3% |
| Participant deferral / active EE | $5,870 | $8,935-34.3% | $8,221-28.6% | $6,341-7.4% |
| Admin fee / account holder | $4,925 | $14,293-65.5% | $12,045-59.1% | $12,309-60.0% |