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 | $261,168 | $110,257+136.9% | $96,544+170.5% | $139,434+87.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.28% | 26.32%-8.0pp | 25.84%-7.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,075 | $3,620-42.7% | $2,965-30.0% | $4,751-56.3% |
| Participant deferral / active EE | $4,848 | $5,548-12.6% | $4,851-0.1% | $6,710-27.8% |
| Admin fee / account holder | $16,759 | $11,591+44.6% | $8,252+103.1% | $11,403+47.0% |