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 | $275,531 | $214,378+28.5% | $200,582+37.4% | $142,382+93.5% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 12.49% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,366 | $6,841-36.2% | $6,419-32.0% | $4,299+1.6% |
| Participant deferral / active EE | $10,403 | $9,865+5.5% | $9,331+11.5% | $6,507+59.9% |
| Admin fee / account holder | $11,391 | $17,692-35.6% | $16,305-30.1% | $12,624-9.8% |