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 | $252,796 | $110,257+129.3% | $96,544+161.8% | $139,434+81.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 15.13% | 26.32%-11.2pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $10,233 | $3,620+182.7% | $2,965+245.1% | $4,751+115.4% |
| Participant deferral / active EE | $5,525 | $5,548-0.4% | $4,851+13.9% | $6,710-17.7% |
| Admin fee / account holder | $9,198 | $11,591-20.6% | $8,252+11.5% | $11,403-19.3% |