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 | $255,244 | $227,553+12.2% | $189,557+34.7% | $167,490+52.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.00% | 78.40%-63.4pp | 64.17%-49.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,251 | $5,316-57.7% | $4,412-49.0% | $4,837-53.5% |
| Participant deferral / active EE | $4,717 | $7,002-32.6% | $6,174-23.6% | $6,341-25.6% |
| Admin fee / account holder | $8,279 | $11,878-30.3% | $9,807-15.6% | $12,309-32.7% |