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 | $389,335 | $104,974+270.9% | $95,585+307.3% | $142,382+173.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 15.13% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,742 | $2,779-37.3% | $2,527-31.1% | $4,299-59.5% |
| Participant deferral / active EE | $1,271 | $4,352-70.8% | $4,023-68.4% | $6,507-80.5% |
| Admin fee / account holder | $28,483 | $6,386+346.0% | $6,127+364.9% | $12,624+125.6% |