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 | $302,643 | $124,185+143.7% | $108,410+179.2% | $167,490+80.7% |
| Participation rate | 92.9% | 82.3%+10.6pp | 80.1%+12.7pp | 82.1%+10.8pp |
| Annual return | 16.74% | 1379.64%-1362.9pp | 905.27%-888.5pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,406 | $4,187-42.5% | $3,558-32.4% | $4,837-50.3% |
| Participant deferral / active EE | $8,028 | $6,908+16.2% | $6,563+22.3% | $6,341+26.6% |
| Admin fee / account holder | $3,554 | $9,455-62.4% | $7,295-51.3% | $12,309-71.1% |