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 | $385,459 | $159,602+141.5% | $150,045+156.9% | $142,382+170.7% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.3%-1.4pp | 80.1%+0.8pp |
| Annual return | 28.90% | 70.24%-41.3pp | 62.55%-33.6pp | 217.08%-188.2pp |
| Employer contribution / active EE | $17,240 | $4,961+247.5% | $4,693+267.3% | $4,299+301.0% |
| Participant deferral / active EE | $15,589 | $8,310+87.6% | $7,997+94.9% | $6,507+139.6% |
| Admin fee / account holder | $771 | $14,846-94.8% | $13,435-94.3% | $12,624-93.9% |