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 | $312,922 | $159,602+96.1% | $150,045+108.6% | $142,382+119.8% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 15.44% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,574 | $4,961-68.3% | $4,693-66.5% | $4,299-63.4% |
| Participant deferral / active EE | $12,343 | $8,310+48.5% | $7,997+54.3% | $6,507+89.7% |
| Admin fee / account holder | $1,933 | $14,846-87.0% | $13,435-85.6% | $12,624-84.7% |