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 | $270,841 | $179,726+50.7% | $156,263+73.3% | $142,382+90.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.77% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,728 | $5,069+32.7% | $4,333+55.3% | $4,299+56.5% |
| Participant deferral / active EE | $23,627 | $6,956+239.7% | $6,158+283.6% | $6,507+263.1% |
| Admin fee / account holder | $19,181 | $17,272+11.1% | $14,255+34.6% | $12,624+51.9% |