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 | $344,264 | $202,318+70.2% | $172,739+99.3% | $152,861+125.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 16.78% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.5pp |
| Employer contribution / active EE | $9,402 | $5,856+60.6% | $5,143+82.8% | $4,762+97.4% |
| Participant deferral / active EE | $4,551 | $5,948-23.5% | $5,198-12.4% | $5,850-22.2% |
| Admin fee / account holder | $1,562 | $17,109-90.9% | $13,954-88.8% | $11,596-86.5% |