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 | $304,336 | $217,402+40.0% | $185,823+63.8% | $167,490+81.7% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 9.76% | 148.36%-138.6pp | 122.05%-112.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $3,390 | $5,873-42.3% | $5,167-34.4% | $4,837-29.9% |
| Participant deferral / active EE | $8,455 | $6,356+33.0% | $5,568+51.9% | $6,341+33.3% |
| Admin fee / account holder | $26,274 | $19,811+32.6% | $16,237+61.8% | $12,309+113.5% |