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 | $363,942 | $157,256+131.4% | $141,162+157.8% | $152,861+138.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 23.76% | 64.32%-40.6pp | 71.39%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $13,226 | $5,261+151.4% | $4,735+179.3% | $4,762+177.7% |
| Participant deferral / active EE | $6,040 | $7,109-15.0% | $6,709-10.0% | $5,850+3.2% |
| Admin fee / account holder | $18,586 | $12,120+53.3% | $10,261+81.1% | $11,596+60.3% |