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 | $261,195 | $177,572+47.1% | $154,803+68.7% | $142,382+83.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 13.19% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,475 | $4,810-69.3% | $4,305-65.7% | $4,299-65.7% |
| Participant deferral / active EE | $5,679 | $6,272-9.5% | $5,540+2.5% | $6,507-12.7% |
| Admin fee / account holder | $22,778 | $16,786+35.7% | $14,329+59.0% | $12,624+80.4% |