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 | $286,928 | $238,490+20.3% | $180,183+59.2% | $142,382+101.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.87% | 33.56%-16.7pp | 27.86%-11.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,570 | $6,143-58.2% | $5,039-49.0% | $4,299-40.2% |
| Participant deferral / active EE | $10,744 | $7,996+34.4% | $6,822+57.5% | $6,507+65.1% |
| Admin fee / account holder | $8,817 | $28,866-69.5% | $19,975-55.9% | $12,624-30.2% |