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 | $296,827 | $214,378+38.5% | $200,582+48.0% | $142,382+108.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.23% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $9,338 | $6,841+36.5% | $6,419+45.5% | $4,299+117.2% |
| Participant deferral / active EE | $15,027 | $9,865+52.3% | $9,331+61.0% | $6,507+130.9% |
| Admin fee / account holder | $48,331 | $17,692+173.2% | $16,305+196.4% | $12,624+282.9% |