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 | $307,277 | $209,411+46.7% | $178,490+72.2% | $158,922+93.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.80% | 188.75%-163.0pp | 151.07%-125.3pp | 302.83%-277.0pp |
| Employer contribution / active EE | $9,551 | $5,706+67.4% | $5,011+90.6% | $4,761+100.6% |
| Participant deferral / active EE | $12,186 | $5,954+104.7% | $5,202+134.3% | $5,982+103.7% |
| Admin fee / account holder | $1,922 | $17,074-88.7% | $13,984-86.3% | $11,246-82.9% |