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 | $305,045 | $172,478+76.9% | $145,661+109.4% | $142,382+114.2% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.2%+8.5pp | 80.1%+5.6pp |
| Annual return | 18.93% | 151.09%-132.2pp | 101.46%-82.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,196 | $4,899-14.4% | $4,238-1.0% | $4,299-2.4% |
| Participant deferral / active EE | $16,263 | $8,348+94.8% | $7,198+125.9% | $6,507+149.9% |
| Admin fee / account holder | $4,532 | $16,864-73.1% | $12,466-63.6% | $12,624-64.1% |