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 | $271,217 | $96,635+180.7% | $86,612+213.1% | $139,434+94.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 14.12% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,761 | $3,263+15.3% | $3,022+24.4% | $4,751-20.8% |
| Participant deferral / active EE | $15,869 | $4,836+228.1% | $4,438+257.6% | $6,710+136.5% |
| Admin fee / account holder | $1,140 | $6,408-82.2% | $5,614-79.7% | $11,403-90.0% |