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 | $288,286 | $183,519+57.1% | $155,509+85.4% | $145,922+97.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 30.37% | 61.17%-30.8pp | 64.67%-34.3pp | 561.29%-530.9pp |
| Employer contribution / active EE | $5,299 | $5,313-0.3% | $4,672+13.4% | $4,660+13.7% |
| Participant deferral / active EE | $6,059 | $6,462-6.2% | $5,626+7.7% | $6,688-9.4% |
| Admin fee / account holder | $2,474 | $19,313-87.2% | $15,912-84.5% | $13,397-81.5% |