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 | $262,539 | $95,561+174.7% | $77,163+240.2% | $139,434+88.3% |
| Participation rate | 71.4% | 73.9%-2.5pp | 69.6%+1.9pp | 80.3%-8.9pp |
| Annual return | 25.07% | 54.92%-29.9pp | 37.87%-12.8pp | 372.94%-347.9pp |
| Employer contribution / active EE | $7,680 | $3,147+144.0% | $2,535+203.0% | $4,751+61.7% |
| Participant deferral / active EE | $9,031 | $4,624+95.3% | $3,833+135.6% | $6,710+34.6% |
| Admin fee / account holder | $1,210 | $8,295-85.4% | $5,472-77.9% | $11,403-89.4% |