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 | $271,369 | $165,335+64.1% | $149,696+81.3% | $158,922+70.8% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 19.38% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $7,110 | $5,103+39.3% | $4,644+53.1% | $4,761+49.3% |
| Participant deferral / active EE | $11,660 | $7,181+62.4% | $6,842+70.4% | $5,982+94.9% |
| Admin fee / account holder | $983 | $10,807-90.9% | $9,309-89.4% | $11,246-91.3% |