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 | $298,189 | $74,888+298.2% | $71,209+318.8% | $142,382+109.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 15.07% | 345.14%-330.1pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,094 | $2,854-26.7% | $2,721-23.1% | $4,299-51.3% |
| Participant deferral / active EE | $10,598 | $4,454+137.9% | $4,175+153.8% | $6,507+62.9% |
| Admin fee / account holder | $458 | $5,568-91.8% | $5,349-91.4% | $12,624-96.4% |