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 | $258,066 | $171,164+50.8% | $127,761+102.0% | $152,861+68.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 25.75% | 23.54%+2.2pp | 26.14%-0.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $5,628 | $5,447+3.3% | $4,574+23.0% | $4,762+18.2% |
| Participant deferral / active EE | $10,131 | $7,038+43.9% | $6,021+68.3% | $5,850+73.2% |
| Admin fee / account holder | $2,827 | $14,530-80.5% | $9,395-69.9% | $11,596-75.6% |