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 | $382,092 | $214,378+78.2% | $200,582+90.5% | $142,382+168.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.68% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,579 | $6,841-47.7% | $6,419-44.2% | $4,299-16.7% |
| Participant deferral / active EE | $9,387 | $9,865-4.8% | $9,331+0.6% | $6,507+44.3% |
| Admin fee / account holder | $21,629 | $17,692+22.3% | $16,305+32.7% | $12,624+71.3% |