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 | $295,321 | $209,411+41.0% | $178,490+65.5% | $158,922+85.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.71% | 188.75%-169.0pp | 151.07%-131.4pp | 302.83%-283.1pp |
| Employer contribution / active EE | $6,359 | $5,706+11.4% | $5,011+26.9% | $4,761+33.6% |
| Participant deferral / active EE | $10,060 | $5,954+69.0% | $5,202+93.4% | $5,982+68.2% |
| Admin fee / account holder | $2,215 | $17,074-87.0% | $13,984-84.2% | $11,246-80.3% |