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 | $315,162 | $185,822+69.6% | $169,993+85.4% | $139,434+126.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 36.28% | 60.50%-24.2pp | 53.37%-17.1pp | 372.94%-336.7pp |
| Employer contribution / active EE | $5,848 | $7,590-23.0% | $6,785-13.8% | $4,751+23.1% |
| Participant deferral / active EE | $11,050 | $11,622-4.9% | $10,408+6.2% | $6,710+64.7% |
| Admin fee / account holder | $1,300 | $15,381-91.5% | $12,815-89.9% | $11,403-88.6% |