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 | $281,712 | $116,175+142.5% | $93,606+201.0% | $152,861+84.3% |
| Participation rate | 70.0% | 78.0%-8.0pp | 75.8%-5.8pp | 82.4%-12.4pp |
| Annual return | 15.62% | 35.96%-20.3pp | 32.76%-17.1pp | 345.32%-329.7pp |
| Employer contribution / active EE | $8,761 | $3,218+172.2% | $2,718+222.3% | $4,762+84.0% |
| Participant deferral / active EE | $4,546 | $4,603-1.2% | $4,069+11.7% | $5,850-22.3% |
| Admin fee / account holder | $1,983 | $10,748-81.5% | $7,888-74.9% | $11,596-82.9% |