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 | $280,787 | $163,101+72.2% | $136,749+105.3% | $142,382+97.2% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 14.76% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,318 | $4,117-43.7% | $3,400-31.8% | $4,299-46.1% |
| Participant deferral / active EE | $10,538 | $5,585+88.7% | $4,692+124.6% | $6,507+61.9% |
| Admin fee / account holder | $1,332 | $14,318-90.7% | $11,386-88.3% | $12,624-89.4% |