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 | $270,561 | $74,888+261.3% | $71,209+280.0% | $142,382+90.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 13.12% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,309 | $2,854+121.0% | $2,721+131.9% | $4,299+46.8% |
| Participant deferral / active EE | $3,508 | $4,454-21.2% | $4,175-16.0% | $6,507-46.1% |
| Admin fee / account holder | $23,104 | $5,568+314.9% | $5,349+331.9% | $12,624+83.0% |