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 | $346,606 | $162,781+112.9% | $133,956+158.7% | $158,922+118.1% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 7.42% | 41.94%-34.5pp | 45.09%-37.7pp | 302.83%-295.4pp |
| Employer contribution / active EE | $8,571 | $4,975+72.3% | $3,919+118.7% | $4,761+80.0% |
| Participant deferral / active EE | $10,900 | $5,911+84.4% | $5,048+115.9% | $5,982+82.2% |
| Admin fee / account holder | $26,714 | $11,736+127.6% | $8,927+199.2% | $11,246+137.5% |