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 | $401,642 | $179,726+123.5% | $156,263+157.0% | $142,382+182.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 15.08% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,273 | $5,069-55.2% | $4,333-47.5% | $4,299-47.1% |
| Participant deferral / active EE | $7,196 | $6,956+3.5% | $6,158+16.9% | $6,507+10.6% |
| Admin fee / account holder | $9,615 | $17,272-44.3% | $14,255-32.5% | $12,624-23.8% |