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 | $264,368 | $176,056+50.2% | $159,436+65.8% | $167,490+57.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.02% | 331.75%-316.7pp | 263.57%-248.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $11,976 | $5,297+126.1% | $4,829+148.0% | $4,837+147.6% |
| Participant deferral / active EE | $7,981 | $7,750+3.0% | $7,352+8.6% | $6,341+25.9% |
| Admin fee / account holder | $3,570 | $12,554-71.6% | $10,799-66.9% | $12,309-71.0% |