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 | $282,247 | $214,378+31.7% | $200,582+40.7% | $142,382+98.2% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 16.83% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $7,758 | $6,841+13.4% | $6,419+20.9% | $4,299+80.5% |
| Participant deferral / active EE | $18,652 | $9,865+89.1% | $9,331+99.9% | $6,507+186.6% |
| Admin fee / account holder | $1,314 | $17,692-92.6% | $16,305-91.9% | $12,624-89.6% |