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 6-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 | $366,440 | $158,398+131.3% | $126,539+189.6% | $142,382+157.4% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 16.11% | 593.76%-577.7pp | 425.95%-409.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,847 | $4,650+25.7% | $3,674+59.1% | $4,299+36.0% |
| Participant deferral / active EE | $16,400 | $4,767+244.0% | $4,083+301.7% | $6,507+152.0% |
| Admin fee / account holder | $10,960 | $6,918+58.4% | $6,065+80.7% | $12,624-13.2% |