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 | $308,311 | $124,319+148.0% | $111,297+177.0% | $167,490+84.1% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.3%+17.4pp | 82.1%+12.6pp |
| Annual return | 11.90% | 37.44%-25.5pp | 54.65%-42.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $5,075 | $3,435+47.7% | $2,731+85.8% | $4,837+4.9% |
| Participant deferral / active EE | $9,653 | $5,180+86.3% | $4,487+115.1% | $6,341+52.2% |
| Admin fee / account holder | $3,821 | $10,618-64.0% | $7,964-52.0% | $12,309-69.0% |