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 | $270,365 | $183,963+47.0% | $162,163+66.7% | $152,861+76.9% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.6%-10.3pp | 82.4%-5.2pp |
| Annual return | 21.41% | 150.76%-129.4pp | 115.59%-94.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $7,312 | $6,371+14.8% | $5,614+30.3% | $4,762+53.5% |
| Participant deferral / active EE | $13,343 | $8,034+66.1% | $7,298+82.8% | $5,850+128.1% |
| Admin fee / account holder | $1,081 | $13,121-91.8% | $10,843-90.0% | $11,596-90.7% |