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 | $288,707 | $104,974+175.0% | $95,585+202.0% | $142,382+102.8% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 16.11% | 210.33%-194.2pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,381 | $2,779-50.3% | $2,527-45.3% | $4,299-67.9% |
| Participant deferral / active EE | $4,371 | $4,352+0.4% | $4,023+8.7% | $6,507-32.8% |
| Admin fee / account holder | $2,901 | $6,386-54.6% | $6,127-52.7% | $12,624-77.0% |