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 | $307,906 | $202,432+52.1% | $169,368+81.8% | $139,434+120.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 15.48% | 531.74%-516.3pp | 405.60%-390.1pp | 372.94%-357.5pp |
| Employer contribution / active EE | $6,570 | $4,692+40.0% | $4,013+63.7% | $4,751+38.3% |
| Participant deferral / active EE | $8,400 | $6,938+21.1% | $6,221+35.0% | $6,710+25.2% |
| Admin fee / account holder | $12,946 | $10,708+20.9% | $9,003+43.8% | $11,403+13.5% |