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 | $309,846 | $81,208+281.5% | $98,907+213.3% | $79,858+288.0% |
| Participation rate | 84.6% | 72.5%+12.1pp | 76.0%+8.6pp | 69.6%+15.0pp |
| Annual return | 19.37% | 60.99%-41.6pp | 196.43%-177.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $4,588 | $1,960+134.1% | $2,689+70.6% | $2,471+85.7% |
| Participant deferral / active EE | $7,952 | $3,265+143.6% | $4,244+87.4% | $3,740+112.6% |
| Admin fee / account holder | $3,162 | $6,013-47.4% | $6,642-52.4% | $5,306-40.4% |