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 | $273,062 | $214,378+27.4% | $200,582+36.1% | $142,382+91.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.47% | 46.41%-32.9pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,200 | $6,841-53.2% | $6,419-50.2% | $4,299-25.6% |
| Participant deferral / active EE | $5,184 | $9,865-47.4% | $9,331-44.4% | $6,507-20.3% |
| Admin fee / account holder | $12,176 | $17,692-31.2% | $16,305-25.3% | $12,624-3.5% |