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 | $295,242 | $157,256+87.7% | $141,162+109.2% | $152,861+93.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 16.78% | 64.32%-47.5pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $11,138 | $5,261+111.7% | $4,735+135.2% | $4,762+133.9% |
| Participant deferral / active EE | $10,069 | $7,109+41.6% | $6,709+50.1% | $5,850+72.1% |
| Admin fee / account holder | $9,274 | $12,120-23.5% | $10,261-9.6% | $11,596-20.0% |