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 | $337,459 | $159,602+111.4% | $150,045+124.9% | $142,382+137.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.69% | 70.24%-56.5pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,537 | $4,961-48.9% | $4,693-45.9% | $4,299-41.0% |
| Participant deferral / active EE | $8,038 | $8,310-3.3% | $7,997+0.5% | $6,507+23.5% |
| Admin fee / account holder | $2,832 | $14,846-80.9% | $13,435-78.9% | $12,624-77.6% |