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 | $324,418 | $159,602+103.3% | $150,045+116.2% | $142,382+127.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.46% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,530 | $4,961+11.5% | $4,693+17.8% | $4,299+28.6% |
| Participant deferral / active EE | $17,523 | $8,310+110.9% | $7,997+119.1% | $6,507+169.3% |
| Admin fee / account holder | $10,293 | $14,846-30.7% | $13,435-23.4% | $12,624-18.5% |