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 | $261,069 | $177,572+47.0% | $154,803+68.6% | $142,382+83.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 15.92% | 65.07%-49.1pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $19,998 | $4,810+315.7% | $4,305+364.5% | $4,299+365.2% |
| Participant deferral / active EE | $5,994 | $6,272-4.4% | $5,540+8.2% | $6,507-7.9% |
| Admin fee / account holder | $2,636 | $16,786-84.3% | $14,329-81.6% | $12,624-79.1% |