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 | $295,728 | $209,411+41.2% | $178,490+65.7% | $158,922+86.1% |
| Participation rate | 95.8% | 86.3%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | 16.62% | 188.75%-172.1pp | 151.07%-134.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $10,426 | $5,706+82.7% | $5,011+108.1% | $4,761+119.0% |
| Participant deferral / active EE | $5,274 | $5,954-11.4% | $5,202+1.4% | $5,982-11.8% |
| Admin fee / account holder | $36,654 | $17,074+114.7% | $13,984+162.1% | $11,246+225.9% |