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 | $268,143 | $180,449+48.6% | $154,107+74.0% | $135,375+98.1% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | 18.16% | 888.09%-869.9pp | 735.12%-717.0pp | 519.73%-501.6pp |
| Employer contribution / active EE | $2,710 | $6,035-55.1% | $5,298-48.8% | $4,779-43.3% |
| Participant deferral / active EE | $6,277 | $5,806+8.1% | $5,081+23.5% | $5,609+11.9% |
| Admin fee / account holder | $22,870 | $16,143+41.7% | $13,411+70.5% | $10,827+111.2% |