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 | $263,229 | $176,056+49.5% | $159,436+65.1% | $167,490+57.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.73% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,740 | $5,297-67.2% | $4,829-64.0% | $4,837-64.0% |
| Participant deferral / active EE | $2,713 | $7,750-65.0% | $7,352-63.1% | $6,341-57.2% |
| Admin fee / account holder | $1,605 | $12,554-87.2% | $10,799-85.1% | $12,309-87.0% |