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 | $333,216 | $228,332+45.9% | $185,823+79.3% | $158,922+109.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.49% | 40.80%-32.3pp | 35.95%-27.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,744 | $4,967-44.8% | $4,087-32.9% | $4,761-42.4% |
| Participant deferral / active EE | $6,719 | $6,415+4.7% | $5,632+19.3% | $5,982+12.3% |
| Admin fee / account holder | $1,193 | $11,864-89.9% | $9,500-87.4% | $11,246-89.4% |