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 9-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 | $285,182 | $159,602+78.7% | $150,045+90.1% | $142,382+100.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 18.68% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $10,324 | $4,961+108.1% | $4,693+120.0% | $4,299+140.1% |
| Participant deferral / active EE | $14,715 | $8,310+77.1% | $7,997+84.0% | $6,507+126.1% |
| Admin fee / account holder | $3,998 | $14,846-73.1% | $13,435-70.2% | $12,624-68.3% |