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 | $269,452 | $165,335+63.0% | $149,696+80.0% | $158,922+69.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.98% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,633 | $5,103-48.4% | $4,644-43.3% | $4,761-44.7% |
| Participant deferral / active EE | $16,185 | $7,181+125.4% | $6,842+136.6% | $5,982+170.6% |
| Admin fee / account holder | $1,222 | $10,807-88.7% | $9,309-86.9% | $11,246-89.1% |