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 | $387,036 | $144,119+168.6% | $117,854+228.4% | $147,584+162.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 12.68% | 531.15%-518.5pp | 335.08%-322.4pp | 578.55%-565.9pp |
| Employer contribution / active EE | $3,926 | $4,896-19.8% | $3,786+3.7% | $4,876-19.5% |
| Participant deferral / active EE | $8,108 | $5,316+52.5% | $4,482+80.9% | $5,439+49.1% |
| Admin fee / account holder | $12,969 | $10,886+19.1% | $8,020+61.7% | $10,885+19.1% |