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 | $258,212 | $106,584+142.3% | $101,326+154.8% | $142,382+81.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.73% | 36.93%-23.2pp | 36.82%-23.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,552 | $3,956+15.1% | $3,665+24.2% | $4,299+5.9% |
| Participant deferral / active EE | $14,436 | $8,297+74.0% | $7,994+80.6% | $6,507+121.9% |
| Admin fee / account holder | $1,169 | $11,446-89.8% | $11,185-89.6% | $12,624-90.7% |