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 | $323,329 | $183,519+76.2% | $155,509+107.9% | $145,922+121.6% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 10.63% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,959 | $5,313-6.7% | $4,672+6.1% | $4,660+6.4% |
| Participant deferral / active EE | $4,440 | $6,462-31.3% | $5,626-21.1% | $6,688-33.6% |
| Admin fee / account holder | $3,168 | $19,313-83.6% | $15,912-80.1% | $13,397-76.4% |