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 | $313,838 | $107,334+192.4% | $92,893+237.8% | $152,861+105.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 18.34% | 145.58%-127.2pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,312 | $4,221-21.5% | $3,653-9.3% | $4,762-30.4% |
| Participant deferral / active EE | $8,346 | $4,845+72.3% | $4,236+97.0% | $5,850+42.7% |
| Admin fee / account holder | $5,491 | $7,079-22.4% | $5,794-5.2% | $11,596-52.6% |