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 | $309,223 | $198,466+55.8% | $170,442+81.4% | $147,584+109.5% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 18.75% | 257.29%-238.5pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $10,570 | $6,184+70.9% | $5,433+94.6% | $4,876+116.8% |
| Participant deferral / active EE | $10,821 | $5,629+92.2% | $4,939+119.1% | $5,439+99.0% |
| Admin fee / account holder | $1,368 | $16,852-91.9% | $13,880-90.1% | $10,885-87.4% |