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 | $253,365 | $177,572+42.7% | $154,803+63.7% | $142,382+77.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.18% | 65.07%-33.9pp | 58.88%-27.7pp | 217.08%-185.9pp |
| Employer contribution / active EE | $7,620 | $4,810+58.4% | $4,305+77.0% | $4,299+77.2% |
| Participant deferral / active EE | $21,917 | $6,272+249.5% | $5,540+295.6% | $6,507+236.8% |
| Admin fee / account holder | $1,363 | $16,786-91.9% | $14,329-90.5% | $12,624-89.2% |