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 | $342,188 | $165,335+107.0% | $149,696+128.6% | $158,922+115.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 32.96% | 348.15%-315.2pp | 276.60%-243.6pp | 302.83%-269.9pp |
| Employer contribution / active EE | $2,554 | $5,103-49.9% | $4,644-45.0% | $4,761-46.4% |
| Participant deferral / active EE | $7,350 | $7,181+2.4% | $6,842+7.4% | $5,982+22.9% |
| Admin fee / account holder | $1,229 | $10,807-88.6% | $9,309-86.8% | $11,246-89.1% |