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 | $269,549 | $106,515+153.1% | $96,683+178.8% | $139,434+93.3% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 18.58% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,652 | $4,103-35.4% | $3,737-29.0% | $4,751-44.2% |
| Participant deferral / active EE | $10,767 | $5,454+97.4% | $4,878+120.7% | $6,710+60.5% |
| Admin fee / account holder | $1,144 | $7,877-85.5% | $6,730-83.0% | $11,403-90.0% |