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 | $401,081 | $214,378+87.1% | $200,582+100.0% | $142,382+181.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.68% | 46.41%-25.7pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $19,936 | $6,841+191.4% | $6,419+210.6% | $4,299+363.7% |
| Participant deferral / active EE | $6,526 | $9,865-33.8% | $9,331-30.1% | $6,507+0.3% |
| Admin fee / account holder | $462 | $17,692-97.4% | $16,305-97.2% | $12,624-96.3% |