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 | $328,277 | $159,602+105.7% | $150,045+118.8% | $142,382+130.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.19% | 70.24%-57.0pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,011 | $4,961-19.1% | $4,693-14.5% | $4,299-6.7% |
| Participant deferral / active EE | $9,306 | $8,310+12.0% | $7,997+16.4% | $6,507+43.0% |
| Admin fee / account holder | $46,241 | $14,846+211.5% | $13,435+244.2% | $12,624+266.3% |