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 | $267,271 | $214,378+24.7% | $200,582+33.2% | $142,382+87.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 13.34% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,757 | $6,841-59.7% | $6,419-57.0% | $4,299-35.9% |
| Participant deferral / active EE | $10,444 | $9,865+5.9% | $9,331+11.9% | $6,507+60.5% |
| Admin fee / account holder | $5,416 | $17,692-69.4% | $16,305-66.8% | $12,624-57.1% |