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 | $336,229 | $228,332+47.3% | $185,823+80.9% | $158,922+111.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.12% | 40.80%-23.7pp | 35.95%-18.8pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,045 | $4,967-38.7% | $4,087-25.5% | $4,761-36.0% |
| Participant deferral / active EE | $16,450 | $6,415+156.4% | $5,632+192.1% | $5,982+175.0% |
| Admin fee / account holder | $10,057 | $11,864-15.2% | $9,500+5.9% | $11,246-10.6% |