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 | $268,858 | $154,117+74.5% | $129,995+106.8% | $139,434+92.8% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 21.98% | 32.48%-10.5pp | -137.18%+159.2pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,856 | $5,289-27.1% | $4,320-10.7% | $4,751-18.8% |
| Participant deferral / active EE | $14,401 | $6,710+114.6% | $5,820+147.4% | $6,710+114.6% |
| Admin fee / account holder | $22,102 | $14,007+57.8% | $10,614+108.2% | $11,403+93.8% |