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 | $258,376 | $201,272+28.4% | $184,203+40.3% | $145,922+77.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 18.59% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $4,743 | $7,022-32.5% | $6,427-26.2% | $4,660+1.8% |
| Participant deferral / active EE | $12,138 | $9,806+23.8% | $9,131+32.9% | $6,688+81.5% |
| Admin fee / account holder | $45,719 | $16,364+179.4% | $13,901+228.9% | $13,397+241.3% |