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 | $250,250 | $64,839+286.0% | $95,585+161.8% | $84,808+195.1% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.1%+17.9pp | 68.3%+21.7pp |
| Annual return | 13.24% | -670.96%+684.2pp | 38.56%-25.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,791 | $1,759+115.5% | $2,527+50.0% | $2,631+44.1% |
| Participant deferral / active EE | $8,476 | $2,965+185.9% | $4,023+110.7% | $4,212+101.3% |
| Admin fee / account holder | $8,435 | $5,964+41.4% | $6,127+37.7% | $7,344+14.9% |