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 | $341,333 | $197,591+72.7% | $177,821+92.0% | $158,922+114.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 10.06% | 58.76%-48.7pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,198 | $6,697-52.3% | $5,918-46.0% | $4,761-32.8% |
| Participant deferral / active EE | $8,567 | $8,405+1.9% | $7,714+11.1% | $5,982+43.2% |
| Admin fee / account holder | $3,451 | $15,399-77.6% | $12,427-72.2% | $11,246-69.3% |