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 | $320,754 | $197,591+62.3% | $177,821+80.4% | $158,922+101.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.67% | 58.76%-50.1pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $5,473 | $6,697-18.3% | $5,918-7.5% | $4,761+15.0% |
| Participant deferral / active EE | $14,917 | $8,405+77.5% | $7,714+93.4% | $5,982+149.4% |
| Admin fee / account holder | $1,566 | $15,399-89.8% | $12,427-87.4% | $11,246-86.1% |