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 | $322,390 | $175,202+84.0% | $149,673+115.4% | $139,434+131.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.85% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,206 | $5,474-41.4% | $4,818-33.5% | $4,751-32.5% |
| Participant deferral / active EE | $11,961 | $6,519+83.5% | $5,680+110.6% | $6,710+78.3% |
| Admin fee / account holder | $2,401 | $16,150-85.1% | $13,210-81.8% | $11,403-78.9% |