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 | $357,711 | $106,584+235.6% | $101,326+253.0% | $142,382+151.2% |
| Participation rate | 95.5% | 82.7%+12.8pp | 81.5%+14.0pp | 80.1%+15.3pp |
| Annual return | 16.79% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,784 | $3,956+20.9% | $3,665+30.5% | $4,299+11.3% |
| Participant deferral / active EE | $12,342 | $8,297+48.8% | $7,994+54.4% | $6,507+89.7% |
| Admin fee / account holder | $12,174 | $11,446+6.4% | $11,185+8.8% | $12,624-3.6% |