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 | $340,437 | $100,901+237.4% | $75,670+349.9% | $147,584+130.7% |
| Participation rate | 84.6% | 77.1%+7.5pp | 72.3%+12.3pp | 82.8%+1.8pp |
| Annual return | 15.32% | 35.78%-20.5pp | 27.34%-12.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,215 | $3,253-31.9% | $2,352-5.8% | $4,876-54.6% |
| Participant deferral / active EE | $7,528 | $4,027+86.9% | $3,142+139.6% | $5,439+38.4% |
| Admin fee / account holder | $34,395 | $11,285+204.8% | $5,800+493.0% | $10,885+216.0% |