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 | $289,352 | $197,591+46.4% | $177,821+62.7% | $158,922+82.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.18% | 58.76%-31.6pp | 48.32%-21.1pp | 302.83%-275.6pp |
| Employer contribution / active EE | $2,974 | $6,697-55.6% | $5,918-49.8% | $4,761-37.5% |
| Participant deferral / active EE | $10,271 | $8,405+22.2% | $7,714+33.1% | $5,982+71.7% |
| Admin fee / account holder | $7,917 | $15,399-48.6% | $12,427-36.3% | $11,246-29.6% |