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 | $279,543 | $175,202+59.6% | $149,673+86.8% | $139,434+100.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 26.64% | 166.71%-140.1pp | 134.42%-107.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,138 | $5,474-60.9% | $4,818-55.6% | $4,751-55.0% |
| Participant deferral / active EE | $5,195 | $6,519-20.3% | $5,680-8.5% | $6,710-22.6% |
| Admin fee / account holder | $1,004 | $16,150-93.8% | $13,210-92.4% | $11,403-91.2% |