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 | $251,535 | $152,587+64.8% | $125,175+100.9% | $152,861+64.6% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.68% | 54.84%-35.2pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,932 | $4,946-0.3% | $3,865+27.6% | $4,762+3.6% |
| Participant deferral / active EE | $9,586 | $5,868+63.4% | $4,937+94.2% | $5,850+63.9% |
| Admin fee / account holder | $14,735 | $13,434+9.7% | $9,702+51.9% | $11,596+27.1% |