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 5-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 | $295,514 | $159,602+85.2% | $150,045+97.0% | $142,382+107.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.66% | 70.24%-34.6pp | 62.55%-26.9pp | 217.08%-181.4pp |
| Employer contribution / active EE | $6,014 | $4,961+21.2% | $4,693+28.1% | $4,299+39.9% |
| Participant deferral / active EE | $9,637 | $8,310+16.0% | $7,997+20.5% | $6,507+48.1% |
| Admin fee / account holder | $1,374 | $14,846-90.7% | $13,435-89.8% | $12,624-89.1% |