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 | $283,358 | $107,334+164.0% | $92,893+205.0% | $152,861+85.4% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 21.66% | 145.58%-123.9pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,113 | $4,221-26.2% | $3,653-14.8% | $4,762-34.6% |
| Participant deferral / active EE | $9,661 | $4,845+99.4% | $4,236+128.1% | $5,850+65.1% |
| Admin fee / account holder | $2,687 | $7,079-62.0% | $5,794-53.6% | $11,596-76.8% |