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 | $253,743 | $116,175+118.4% | $93,606+171.1% | $152,861+66.0% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 26.30% | 35.96%-9.7pp | 32.76%-6.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $3,552 | $3,218+10.4% | $2,718+30.7% | $4,762-25.4% |
| Participant deferral / active EE | $9,891 | $4,603+114.9% | $4,069+143.1% | $5,850+69.1% |
| Admin fee / account holder | $882 | $10,748-91.8% | $7,888-88.8% | $11,596-92.4% |