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 | $365,155 | $154,117+136.9% | $129,995+180.9% | $139,434+161.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 15.56% | 32.48%-16.9pp | -137.18%+152.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $5,946 | $5,289+12.4% | $4,320+37.7% | $4,751+25.2% |
| Participant deferral / active EE | $16,047 | $6,710+139.1% | $5,820+175.7% | $6,710+139.1% |
| Admin fee / account holder | $3,371 | $14,007-75.9% | $10,614-68.2% | $11,403-70.4% |