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 | $305,399 | $108,919+180.4% | $100,391+204.2% | $145,922+109.3% |
| Participation rate | 94.1% | 82.9%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 11.12% | 57.88%-46.8pp | 49.20%-38.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,680 | $4,419+28.5% | $3,942+44.1% | $4,660+21.9% |
| Participant deferral / active EE | $7,703 | $8,445-8.8% | $8,082-4.7% | $6,688+15.2% |
| Admin fee / account holder | $7,740 | $9,689-20.1% | $7,899-2.0% | $13,397-42.2% |