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 | $313,813 | $176,056+78.2% | $159,436+96.8% | $167,490+87.4% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 15.08% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $4,710 | $5,297-11.1% | $4,829-2.5% | $4,837-2.6% |
| Participant deferral / active EE | $13,317 | $7,750+71.8% | $7,352+81.1% | $6,341+110.0% |
| Admin fee / account holder | $1,489 | $12,554-88.1% | $10,799-86.2% | $12,309-87.9% |