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 | $332,148 | $99,918+232.4% | $81,382+308.1% | $145,922+127.6% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.5%+4.2pp | 80.3%-6.6pp |
| Annual return | 14.16% | 34.32%-20.2pp | 24.73%-10.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,598 | $2,978+20.8% | $2,463+46.1% | $4,660-22.8% |
| Participant deferral / active EE | $4,464 | $4,605-3.1% | $3,883+15.0% | $6,688-33.2% |
| Admin fee / account holder | $5,168 | $8,212-37.1% | $5,768-10.4% | $13,397-61.4% |