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 | $313,116 | $183,519+70.6% | $155,509+101.3% | $145,922+114.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 21.96% | 61.17%-39.2pp | 64.67%-42.7pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,936 | $5,313-44.7% | $4,672-37.2% | $4,660-37.0% |
| Participant deferral / active EE | $6,759 | $6,462+4.6% | $5,626+20.1% | $6,688+1.1% |
| Admin fee / account holder | $1,408 | $19,313-92.7% | $15,912-91.1% | $13,397-89.5% |