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 | $338,081 | $104,974+222.1% | $95,585+253.7% | $142,382+137.4% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 11.23% | 210.33%-199.1pp | 38.56%-27.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,284 | $2,779-53.8% | $2,527-49.2% | $4,299-70.1% |
| Participant deferral / active EE | $6,419 | $4,352+47.5% | $4,023+59.6% | $6,507-1.4% |
| Admin fee / account holder | $1,076 | $6,386-83.1% | $6,127-82.4% | $12,624-91.5% |