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 | $255,356 | $201,272+26.9% | $184,203+38.6% | $145,922+75.0% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-6.9pp |
| Annual return | 23.07% | 29.00%-5.9pp | 28.81%-5.7pp | 561.29%-538.2pp |
| Employer contribution / active EE | $10,406 | $7,022+48.2% | $6,427+61.9% | $4,660+123.3% |
| Participant deferral / active EE | $6,174 | $9,806-37.0% | $9,131-32.4% | $6,688-7.7% |
| Admin fee / account holder | $1,770 | $16,364-89.2% | $13,901-87.3% | $13,397-86.8% |