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 | $328,221 | $162,781+101.6% | $133,956+145.0% | $158,922+106.5% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 15.03% | 41.94%-26.9pp | 45.09%-30.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,474 | $4,975-10.1% | $3,919+14.2% | $4,761-6.0% |
| Participant deferral / active EE | $13,407 | $5,911+126.8% | $5,048+165.6% | $5,982+124.1% |
| Admin fee / account holder | $1,107 | $11,736-90.6% | $8,927-87.6% | $11,246-90.2% |