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 | $306,696 | $159,602+92.2% | $150,045+104.4% | $142,382+115.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 15.78% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $7,708 | $4,961+55.4% | $4,693+64.2% | $4,299+79.3% |
| Participant deferral / active EE | $15,492 | $8,310+86.4% | $7,997+93.7% | $6,507+138.1% |
| Admin fee / account holder | $34,921 | $14,846+135.2% | $13,435+159.9% | $12,624+176.6% |