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 | $278,988 | $112,881+147.2% | $90,951+206.7% | $158,922+75.5% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 19.63% | 215.79%-196.2pp | 134.60%-115.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $3,109 | $2,893+7.4% | $2,122+46.5% | $4,761-34.7% |
| Participant deferral / active EE | $7,966 | $4,128+93.0% | $3,373+136.2% | $5,982+33.2% |
| Admin fee / account holder | $1,089 | $8,041-86.5% | $5,959-81.7% | $11,246-90.3% |