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 | $348,423 | $232,540+49.8% | $185,117+88.2% | $147,584+136.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.51% | 43.03%-26.5pp | 40.50%-24.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $6,136 | $5,195+18.1% | $4,182+46.7% | $4,876+25.8% |
| Participant deferral / active EE | $14,764 | $5,834+153.1% | $5,045+192.6% | $5,439+171.5% |
| Admin fee / account holder | $306 | $10,275-97.0% | $8,159-96.2% | $10,885-97.2% |