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 | $541,948 | $148,534+264.9% | $135,903+298.8% | $139,434+288.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.96% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,439 | $5,243-72.6% | $4,856-70.4% | $4,751-69.7% |
| Participant deferral / active EE | $5,623 | $8,100-30.6% | $7,758-27.5% | $6,710-16.2% |
| Admin fee / account holder | $7,346 | $12,400-40.8% | $10,762-31.7% | $11,403-35.6% |