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 | $347,144 | $162,781+113.3% | $133,956+159.1% | $158,922+118.4% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 9.29% | 41.94%-32.7pp | 45.09%-35.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $17,386 | $4,975+249.4% | $3,919+343.7% | $4,761+265.2% |
| Participant deferral / active EE | $7,402 | $5,911+25.2% | $5,048+46.6% | $5,982+23.7% |
| Admin fee / account holder | $22,829 | $11,736+94.5% | $8,927+155.7% | $11,246+103.0% |