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 | $339,348 | $177,572+91.1% | $154,803+119.2% | $142,382+138.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.63% | 65.07%-43.4pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,174 | $4,810-34.0% | $4,305-26.3% | $4,299-26.2% |
| Participant deferral / active EE | $19,020 | $6,272+203.3% | $5,540+243.3% | $6,507+192.3% |
| Admin fee / account holder | $8,220 | $16,786-51.0% | $14,329-42.6% | $12,624-34.9% |