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 | $257,980 | $165,335+56.0% | $149,696+72.3% | $158,922+62.3% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 16.98% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,701 | $5,103-47.1% | $4,644-41.8% | $4,761-43.3% |
| Participant deferral / active EE | $5,834 | $7,181-18.8% | $6,842-14.7% | $5,982-2.5% |
| Admin fee / account holder | $1,354 | $10,807-87.5% | $9,309-85.5% | $11,246-88.0% |