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 | $359,374 | $183,963+95.4% | $162,163+121.6% | $152,861+135.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 16.24% | 150.76%-134.5pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,657 | $6,371-58.3% | $5,614-52.7% | $4,762-44.2% |
| Participant deferral / active EE | $6,833 | $8,034-14.9% | $7,298-6.4% | $5,850+16.8% |
| Admin fee / account holder | $374 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |