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 | $283,394 | $157,256+80.2% | $141,162+100.8% | $152,861+85.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 17.39% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,357 | $5,261-74.2% | $4,735-71.3% | $4,762-71.5% |
| Participant deferral / active EE | $5,752 | $7,109-19.1% | $6,709-14.3% | $5,850-1.7% |
| Admin fee / account holder | $12,507 | $12,120+3.2% | $10,261+21.9% | $11,596+7.9% |