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 | $266,801 | $162,781+63.9% | $133,956+99.2% | $158,922+67.9% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 11.06% | 41.94%-30.9pp | 45.09%-34.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,808 | $4,975-43.6% | $3,919-28.4% | $4,761-41.0% |
| Participant deferral / active EE | $6,438 | $5,911+8.9% | $5,048+27.5% | $5,982+7.6% |
| Admin fee / account holder | $573 | $11,736-95.1% | $8,927-93.6% | $11,246-94.9% |