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 | $378,537 | $177,572+113.2% | $154,803+144.5% | $142,382+165.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.42% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,803 | $4,810+41.4% | $4,305+58.0% | $4,299+58.2% |
| Participant deferral / active EE | $8,440 | $6,272+34.6% | $5,540+52.3% | $6,507+29.7% |
| Admin fee / account holder | $6,212 | $16,786-63.0% | $14,329-56.7% | $12,624-50.8% |