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 | $298,922 | $202,318+47.7% | $172,739+73.0% | $152,861+95.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 24.81% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $8,864 | $5,856+51.4% | $5,143+72.4% | $4,762+86.1% |
| Participant deferral / active EE | $9,139 | $5,948+53.6% | $5,198+75.8% | $5,850+56.2% |
| Admin fee / account holder | $6,538 | $17,109-61.8% | $13,954-53.1% | $11,596-43.6% |