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 | $313,674 | $165,335+89.7% | $149,696+109.5% | $158,922+97.4% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 19.38% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,049 | $5,103-40.3% | $4,644-34.4% | $4,761-36.0% |
| Participant deferral / active EE | $10,350 | $7,181+44.1% | $6,842+51.3% | $5,982+73.0% |
| Admin fee / account holder | $1,573 | $10,807-85.4% | $9,309-83.1% | $11,246-86.0% |