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 | $263,538 | $148,534+77.4% | $135,903+93.9% | $139,434+89.0% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 17.05% | 79.19%-62.1pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,239 | $5,243-38.2% | $4,856-33.3% | $4,751-31.8% |
| Participant deferral / active EE | $9,077 | $8,100+12.1% | $7,758+17.0% | $6,710+35.3% |
| Admin fee / account holder | $2,089 | $12,400-83.2% | $10,762-80.6% | $11,403-81.7% |