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 | $300,900 | $228,332+31.8% | $185,823+61.9% | $158,922+89.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 12.08% | 40.80%-28.7pp | 35.95%-23.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,721 | $4,967-25.1% | $4,087-9.0% | $4,761-21.8% |
| Participant deferral / active EE | $12,259 | $6,415+91.1% | $5,632+117.7% | $5,982+104.9% |
| Admin fee / account holder | $44,389 | $11,864+274.2% | $9,500+367.2% | $11,246+294.7% |