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 | $383,549 | $163,101+135.2% | $136,749+180.5% | $142,382+169.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 16.44% | 27.54%-11.1pp | 24.33%-7.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $25,280 | $4,117+514.1% | $3,400+643.6% | $4,299+488.0% |
| Participant deferral / active EE | $22,138 | $5,585+296.4% | $4,692+371.8% | $6,507+240.2% |
| Admin fee / account holder | $1,244 | $14,318-91.3% | $11,386-89.1% | $12,624-90.1% |