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 | $276,897 | $114,381+142.1% | $107,525+157.5% | $142,382+94.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 12.04% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,205 | $4,015+54.6% | $3,754+65.3% | $4,299+44.3% |
| Participant deferral / active EE | $9,965 | $5,564+79.1% | $5,116+94.8% | $6,507+53.1% |
| Admin fee / account holder | $2,260 | $9,860-77.1% | $8,919-74.7% | $12,624-82.1% |