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 | $272,874 | $177,572+53.7% | $154,803+76.3% | $142,382+91.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 14.63% | 65.07%-50.4pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,564 | $4,810-5.1% | $4,305+6.0% | $4,299+6.2% |
| Participant deferral / active EE | $10,820 | $6,272+72.5% | $5,540+95.3% | $6,507+66.3% |
| Admin fee / account holder | $46,404 | $16,786+176.4% | $14,329+223.8% | $12,624+267.6% |