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 | $259,482 | $115,770+124.1% | $101,248+156.3% | $158,922+63.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.20% | 56.14%-40.9pp | 46.47%-31.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,772 | $4,175-57.6% | $3,660-51.6% | $4,761-62.8% |
| Participant deferral / active EE | $6,950 | $4,957+40.2% | $4,370+59.0% | $5,982+16.2% |
| Admin fee / account holder | $860 | $7,245-88.1% | $5,945-85.5% | $11,246-92.4% |