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 | $251,347 | $165,984+51.4% | $164,813+52.5% | $145,922+72.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 32.86% | 100.03%-67.2pp | 69.93%-37.1pp | 561.29%-528.4pp |
| Employer contribution / active EE | $4,470 | $5,273-15.2% | $4,341+3.0% | $4,660-4.1% |
| Participant deferral / active EE | $10,470 | $6,959+50.5% | $6,031+73.6% | $6,688+56.6% |
| Admin fee / account holder | $528 | $16,648-96.8% | $12,690-95.8% | $13,397-96.1% |