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 | $305,739 | $157,256+94.4% | $141,162+116.6% | $152,861+100.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.84% | 64.32%-35.5pp | 71.39%-42.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $7,474 | $5,261+42.1% | $4,735+57.8% | $4,762+56.9% |
| Participant deferral / active EE | $12,740 | $7,109+79.2% | $6,709+89.9% | $5,850+117.8% |
| Admin fee / account holder | $309 | $12,120-97.5% | $10,261-97.0% | $11,596-97.3% |