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 | $328,172 | $157,256+108.7% | $141,162+132.5% | $152,861+114.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 21.41% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $13,814 | $5,261+162.6% | $4,735+191.7% | $4,762+190.1% |
| Participant deferral / active EE | $11,180 | $7,109+57.3% | $6,709+66.6% | $5,850+91.1% |
| Admin fee / account holder | $3,106 | $12,120-74.4% | $10,261-69.7% | $11,596-73.2% |