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 | $257,105 | $165,335+55.5% | $149,696+71.8% | $158,922+61.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 12.05% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $4,796 | $5,103-6.0% | $4,644+3.3% | $4,761+0.7% |
| Participant deferral / active EE | $11,193 | $7,181+55.9% | $6,842+63.6% | $5,982+87.1% |
| Admin fee / account holder | $4,953 | $10,807-54.2% | $9,309-46.8% | $11,246-56.0% |