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 | $260,444 | $175,202+48.7% | $149,673+74.0% | $139,434+86.8% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 18.57% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $6,329 | $5,474+15.6% | $4,818+31.4% | $4,751+33.2% |
| Participant deferral / active EE | $3,214 | $6,519-50.7% | $5,680-43.4% | $6,710-52.1% |
| Admin fee / account holder | $468 | $16,150-97.1% | $13,210-96.5% | $11,403-95.9% |