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 | $257,912 | $77,899+231.1% | $149,673+72.3% | $75,163+243.1% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 22.83% | 31.72%-8.9pp | 134.42%-111.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,489 | $3,137+11.2% | $4,818-27.6% | $2,670+30.7% |
| Participant deferral / active EE | $7,184 | $3,411+110.6% | $5,680+26.5% | $4,125+74.2% |
| Admin fee / account holder | $4,714 | $5,956-20.9% | $13,210-64.3% | $5,651-16.6% |