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 | $320,686 | $238,490+34.5% | $180,183+78.0% | $142,382+125.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.77% | 33.56%-15.8pp | 27.86%-10.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,018 | $6,143+30.5% | $5,039+59.1% | $4,299+86.5% |
| Participant deferral / active EE | $13,103 | $7,996+63.9% | $6,822+92.1% | $6,507+101.4% |
| Admin fee / account holder | $42,269 | $28,866+46.4% | $19,975+111.6% | $12,624+234.8% |