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 | $308,125 | $165,335+86.4% | $149,696+105.8% | $158,922+93.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.89% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $10,166 | $5,103+99.2% | $4,644+118.9% | $4,761+113.5% |
| Participant deferral / active EE | $12,589 | $7,181+75.3% | $6,842+84.0% | $5,982+110.4% |
| Admin fee / account holder | $7,286 | $10,807-32.6% | $9,309-21.7% | $11,246-35.2% |