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 | $399,845 | $175,202+128.2% | $149,673+167.1% | $139,434+186.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.32% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,154 | $5,474-42.4% | $4,818-34.5% | $4,751-33.6% |
| Participant deferral / active EE | $6,895 | $6,519+5.8% | $5,680+21.4% | $6,710+2.8% |
| Admin fee / account holder | $16,813 | $16,150+4.1% | $13,210+27.3% | $11,403+47.4% |