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 | $309,740 | $209,411+47.9% | $178,490+73.5% | $158,922+94.9% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 16.84% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,845 | $5,706-32.6% | $5,011-23.3% | $4,761-19.2% |
| Participant deferral / active EE | $4,321 | $5,954-27.4% | $5,202-16.9% | $5,982-27.8% |
| Admin fee / account holder | $3,319 | $17,074-80.6% | $13,984-76.3% | $11,246-70.5% |