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 | $429,286 | $172,478+148.9% | $145,661+194.7% | $142,382+201.5% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.2%+17.2pp | 80.1%+14.3pp |
| Annual return | 17.54% | 151.09%-133.5pp | 101.46%-83.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $11,613 | $4,899+137.0% | $4,238+174.0% | $4,299+170.1% |
| Participant deferral / active EE | $18,030 | $8,348+116.0% | $7,198+150.5% | $6,507+177.1% |
| Admin fee / account holder | $368 | $16,864-97.8% | $12,466-97.0% | $12,624-97.1% |