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 | $267,864 | $109,327+145.0% | $89,391+199.7% | $158,922+68.6% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+9.0pp |
| Annual return | 16.06% | 345.68%-329.6pp | 245.62%-229.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $12,611 | $3,170+297.9% | $2,586+387.8% | $4,761+164.9% |
| Participant deferral / active EE | $13,325 | $4,598+189.8% | $3,890+242.6% | $5,982+122.7% |
| Admin fee / account holder | $4,603 | $6,153-25.2% | $4,881-5.7% | $11,246-59.1% |