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 | $302,482 | $107,934+180.2% | $91,989+228.8% | $152,861+97.9% |
| Participation rate | 94.1% | 81.2%+12.9pp | 78.6%+15.5pp | 82.4%+11.7pp |
| Annual return | 30.06% | 89.24%-59.2pp | 69.02%-39.0pp | 345.32%-315.3pp |
| Employer contribution / active EE | $5,137 | $4,210+22.0% | $3,452+48.8% | $4,762+7.9% |
| Participant deferral / active EE | $10,627 | $6,364+67.0% | $5,923+79.4% | $5,850+81.7% |
| Admin fee / account holder | $2,475 | $10,520-76.5% | $7,743-68.0% | $11,596-78.7% |