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 8-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 | $286,545 | $209,411+36.8% | $178,490+60.5% | $158,922+80.3% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 15.07% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $8,834 | $5,706+54.8% | $5,011+76.3% | $4,761+85.5% |
| Participant deferral / active EE | $8,009 | $5,954+34.5% | $5,202+54.0% | $5,982+33.9% |
| Admin fee / account holder | $21,371 | $17,074+25.2% | $13,984+52.8% | $11,246+90.0% |