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 | $316,569 | $183,519+72.5% | $155,509+103.6% | $145,922+116.9% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 16.51% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,850 | $5,313-27.5% | $4,672-17.6% | $4,660-17.4% |
| Participant deferral / active EE | $7,944 | $6,462+22.9% | $5,626+41.2% | $6,688+18.8% |
| Admin fee / account holder | $7,772 | $19,313-59.8% | $15,912-51.2% | $13,397-42.0% |