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 | $353,505 | $85,766+312.2% | $136,294+159.4% | $70,131+404.1% |
| Participation rate | 72.9% | 74.2%-1.2pp | 81.9%-9.0pp | 69.5%+3.4pp |
| Annual return | 18.53% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $3,506 | $2,966+18.2% | $4,695-25.3% | $2,342+49.7% |
| Participant deferral / active EE | $12,647 | $5,051+150.4% | $6,247+102.4% | $3,332+279.6% |
| Admin fee / account holder | $48,725 | $5,420+798.9% | $9,243+427.1% | $4,645+948.9% |