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 | $271,008 | $104,251+160.0% | $91,001+197.8% | $147,584+83.6% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 9.30% | 27.06%-17.8pp | 4.60%+4.7pp | 578.55%-569.2pp |
| Employer contribution / active EE | $4,271 | $3,116+37.1% | $2,456+73.9% | $4,876-12.4% |
| Participant deferral / active EE | $9,810 | $4,195+133.8% | $3,547+176.5% | $5,439+80.4% |
| Admin fee / account holder | $32,691 | $8,948+265.3% | $5,417+503.5% | $10,885+200.3% |