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 | $254,480 | $118,680+114.4% | $98,907+157.3% | $158,922+60.1% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 10.23% | 372.35%-362.1pp | 196.43%-186.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $4,292 | $3,333+28.8% | $2,689+59.6% | $4,761-9.9% |
| Participant deferral / active EE | $11,394 | $5,088+123.9% | $4,244+168.5% | $5,982+90.5% |
| Admin fee / account holder | $22,570 | $10,131+122.8% | $6,642+239.8% | $11,246+100.7% |