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 | $258,715 | $111,754+131.5% | $103,333+150.4% | $145,922+77.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 12.68% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,951 | $4,212-53.7% | $3,868-49.6% | $4,660-58.1% |
| Participant deferral / active EE | $6,290 | $5,619+12.0% | $5,057+24.4% | $6,688-5.9% |
| Admin fee / account holder | $2,618 | $9,750-73.2% | $8,355-68.7% | $13,397-80.5% |