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 | $269,875 | $228,332+18.2% | $185,823+45.2% | $158,922+69.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.42% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,529 | $4,967-49.1% | $4,087-38.1% | $4,761-46.9% |
| Participant deferral / active EE | $9,250 | $6,415+44.2% | $5,632+64.2% | $5,982+54.6% |
| Admin fee / account holder | $7,778 | $11,864-34.4% | $9,500-18.1% | $11,246-30.8% |