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 | $260,000 | $179,726+44.7% | $156,263+66.4% | $142,382+82.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 17.54% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,635 | $5,069-28.3% | $4,333-16.1% | $4,299-15.4% |
| Participant deferral / active EE | $10,195 | $6,956+46.6% | $6,158+65.6% | $6,507+56.7% |
| Admin fee / account holder | $39,340 | $17,272+127.8% | $14,255+176.0% | $12,624+211.6% |