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 | $339,022 | $157,256+115.6% | $141,162+140.2% | $152,861+121.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 26.94% | 64.32%-37.4pp | 71.39%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $6,739 | $5,261+28.1% | $4,735+42.3% | $4,762+41.5% |
| Participant deferral / active EE | $10,694 | $7,109+50.4% | $6,709+59.4% | $5,850+82.8% |
| Admin fee / account holder | $998 | $12,120-91.8% | $10,261-90.3% | $11,596-91.4% |