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 | $307,067 | $201,272+52.6% | $184,203+66.7% | $145,922+110.4% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 10.16% | 29.00%-18.8pp | 28.81%-18.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $12,798 | $7,022+82.3% | $6,427+99.1% | $4,660+174.7% |
| Participant deferral / active EE | $11,015 | $9,806+12.3% | $9,131+20.6% | $6,688+64.7% |
| Admin fee / account holder | $535 | $16,364-96.7% | $13,901-96.2% | $13,397-96.0% |