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 | $353,023 | $226,064+56.2% | $182,532+93.4% | $152,861+130.9% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.4%+9.2pp |
| Annual return | 24.72% | 192.51%-167.8pp | 148.54%-123.8pp | 345.32%-320.6pp |
| Employer contribution / active EE | $4,825 | $4,978-3.1% | $4,076+18.4% | $4,762+1.3% |
| Participant deferral / active EE | $14,191 | $6,368+122.9% | $5,524+156.9% | $5,850+142.6% |
| Admin fee / account holder | $1,210 | $10,703-88.7% | $8,592-85.9% | $11,596-89.6% |