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 | $348,396 | $202,432+72.1% | $169,368+105.7% | $139,434+149.9% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 16.87% | 531.74%-514.9pp | 405.60%-388.7pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,651 | $4,692-43.5% | $4,013-33.9% | $4,751-44.2% |
| Participant deferral / active EE | $9,770 | $6,938+40.8% | $6,221+57.0% | $6,710+45.6% |
| Admin fee / account holder | $1,337 | $10,708-87.5% | $9,003-85.2% | $11,403-88.3% |