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 | $340,542 | $117,841+189.0% | $102,423+232.5% | $145,922+133.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 10.78% | 31.65%-20.9pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,860 | $3,615-20.9% | $3,023-5.4% | $4,660-38.6% |
| Participant deferral / active EE | $10,545 | $5,731+84.0% | $5,053+108.7% | $6,688+57.7% |
| Admin fee / account holder | $8,936 | $13,326-32.9% | $9,451-5.4% | $13,397-33.3% |