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 | $401,428 | $165,335+142.8% | $149,696+168.2% | $158,922+152.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 25.39% | 348.15%-322.8pp | 276.60%-251.2pp | 302.83%-277.4pp |
| Employer contribution / active EE | $3,181 | $5,103-37.7% | $4,644-31.5% | $4,761-33.2% |
| Participant deferral / active EE | $12,363 | $7,181+72.2% | $6,842+80.7% | $5,982+106.7% |
| Admin fee / account holder | $3,306 | $10,807-69.4% | $9,309-64.5% | $11,246-70.6% |