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 | $331,894 | $228,332+45.4% | $185,823+78.6% | $158,922+108.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.60% | 40.80%-29.2pp | 35.95%-24.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $10,091 | $4,967+103.2% | $4,087+146.9% | $4,761+111.9% |
| Participant deferral / active EE | $10,400 | $6,415+62.1% | $5,632+84.7% | $5,982+73.9% |
| Admin fee / account holder | $4,633 | $11,864-60.9% | $9,500-51.2% | $11,246-58.8% |