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 | $253,628 | $214,378+18.3% | $200,582+26.4% | $142,382+78.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 18.55% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,254 | $6,841-52.4% | $6,419-49.3% | $4,299-24.3% |
| Participant deferral / active EE | $14,584 | $9,865+47.8% | $9,331+56.3% | $6,507+124.1% |
| Admin fee / account holder | $19,573 | $17,692+10.6% | $16,305+20.0% | $12,624+55.0% |