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 | $264,030 | $152,587+73.0% | $125,175+110.9% | $152,861+72.7% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 15.70% | 54.84%-39.1pp | 43.79%-28.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $4,263 | $4,946-13.8% | $3,865+10.3% | $4,762-10.5% |
| Participant deferral / active EE | $11,552 | $5,868+96.9% | $4,937+134.0% | $5,850+97.5% |
| Admin fee / account holder | $27,387 | $13,434+103.9% | $9,702+182.3% | $11,596+136.2% |