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 | $280,887 | $183,519+53.1% | $155,509+80.6% | $145,922+92.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 16.34% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,183 | $5,313-40.1% | $4,672-31.9% | $4,660-31.7% |
| Participant deferral / active EE | $6,397 | $6,462-1.0% | $5,626+13.7% | $6,688-4.4% |
| Admin fee / account holder | $1,666 | $19,313-91.4% | $15,912-89.5% | $13,397-87.6% |