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 | $294,500 | $159,602+84.5% | $150,045+96.3% | $142,382+106.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 15.98% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,883 | $4,961-41.9% | $4,693-38.6% | $4,299-32.9% |
| Participant deferral / active EE | $8,294 | $8,310-0.2% | $7,997+3.7% | $6,507+27.5% |
| Admin fee / account holder | $46,713 | $14,846+214.6% | $13,435+247.7% | $12,624+270.0% |