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 | $254,892 | $165,984+53.6% | $164,813+54.7% | $145,922+74.7% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 30.56% | 100.03%-69.5pp | 69.93%-39.4pp | 561.29%-530.7pp |
| Employer contribution / active EE | $4,457 | $5,273-15.5% | $4,341+2.7% | $4,660-4.4% |
| Participant deferral / active EE | $9,198 | $6,959+32.2% | $6,031+52.5% | $6,688+37.5% |
| Admin fee / account holder | $3,077 | $16,648-81.5% | $12,690-75.7% | $13,397-77.0% |