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 | $282,367 | $115,770+143.9% | $101,248+178.9% | $158,922+77.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 17.61% | 56.14%-38.5pp | 46.47%-28.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $4,999 | $4,175+19.8% | $3,660+36.6% | $4,761+5.0% |
| Participant deferral / active EE | $9,383 | $4,957+89.3% | $4,370+114.7% | $5,982+56.9% |
| Admin fee / account holder | $11,829 | $7,245+63.3% | $5,945+99.0% | $11,246+5.2% |