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 | $293,316 | $209,411+40.1% | $178,490+64.3% | $158,922+84.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.95% | 188.75%-163.8pp | 151.07%-126.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $4,326 | $5,706-24.2% | $5,011-13.7% | $4,761-9.1% |
| Participant deferral / active EE | $10,189 | $5,954+71.1% | $5,202+95.9% | $5,982+70.3% |
| Admin fee / account holder | $1,012 | $17,074-94.1% | $13,984-92.8% | $11,246-91.0% |