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 | $269,941 | $179,726+50.2% | $156,263+72.7% | $142,382+89.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 13.72% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,087 | $5,069-78.6% | $4,333-74.9% | $4,299-74.7% |
| Participant deferral / active EE | $10,522 | $6,956+51.3% | $6,158+70.9% | $6,507+61.7% |
| Admin fee / account holder | $4,588 | $17,272-73.4% | $14,255-67.8% | $12,624-63.7% |