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 | $274,794 | $214,378+28.2% | $200,582+37.0% | $142,382+93.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 19.23% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,791 | $6,841-73.8% | $6,419-72.1% | $4,299-58.3% |
| Participant deferral / active EE | $10,687 | $9,865+8.3% | $9,331+14.5% | $6,507+64.2% |
| Admin fee / account holder | $59,501 | $17,692+236.3% | $16,305+264.9% | $12,624+371.3% |