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 7-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 | $316,302 | $102,616+208.2% | $81,983+285.8% | $158,922+99.0% |
| Participation rate | 92.9% | 75.5%+17.3pp | 69.2%+23.6pp | 82.0%+10.9pp |
| Annual return | 15.85% | 61.04%-45.2pp | 41.31%-25.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,874 | $3,240-11.3% | $2,498+15.1% | $4,761-39.6% |
| Participant deferral / active EE | $10,088 | $4,648+117.0% | $3,722+171.0% | $5,982+68.6% |
| Admin fee / account holder | $3,802 | $8,235-53.8% | $5,664-32.9% | $11,246-66.2% |