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 | $286,210 | $214,378+33.5% | $200,582+42.7% | $142,382+101.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.69% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $8,878 | $6,841+29.8% | $6,419+38.3% | $4,299+106.5% |
| Participant deferral / active EE | $23,233 | $9,865+135.5% | $9,331+149.0% | $6,507+257.0% |
| Admin fee / account holder | $2,614 | $17,692-85.2% | $16,305-84.0% | $12,624-79.3% |