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 | $431,731 | $165,335+161.1% | $149,696+188.4% | $158,922+171.7% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 14.73% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,270 | $5,103-55.5% | $4,644-51.1% | $4,761-52.3% |
| Participant deferral / active EE | $8,327 | $7,181+15.9% | $6,842+21.7% | $5,982+39.2% |
| Admin fee / account holder | $35,622 | $10,807+229.6% | $9,309+282.7% | $11,246+216.8% |