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 | $381,528 | $192,717+98.0% | $142,449+167.8% | $139,434+173.6% |
| Participation rate | 89.5% | 81.5%+8.0pp | 76.8%+12.7pp | 80.3%+9.2pp |
| Annual return | 16.19% | 17.99%-1.8pp | 19.99%-3.8pp | 372.94%-356.8pp |
| Employer contribution / active EE | $12,202 | $5,806+110.2% | $4,847+151.7% | $4,751+156.8% |
| Participant deferral / active EE | $9,592 | $7,208+33.1% | $6,283+52.7% | $6,710+43.0% |
| Admin fee / account holder | $34,803 | $15,124+130.1% | $10,011+247.7% | $11,403+205.2% |