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 | $309,335 | $127,777+142.1% | $106,548+190.3% | $167,490+84.7% |
| Participation rate | 92.9% | 78.3%+14.6pp | 76.1%+16.7pp | 82.1%+10.8pp |
| Annual return | 8.71% | 33.87%-25.2pp | 26.80%-18.1pp | 478.56%-469.8pp |
| Employer contribution / active EE | $7,781 | $3,427+127.1% | $2,819+176.0% | $4,837+60.8% |
| Participant deferral / active EE | $4,175 | $5,087-17.9% | $4,398-5.1% | $6,341-34.2% |
| Admin fee / account holder | $8,479 | $11,228-24.5% | $7,407+14.5% | $12,309-31.1% |