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 | $269,896 | $117,841+129.0% | $102,423+163.5% | $145,922+85.0% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 43.10% | 31.65%+11.5pp | 29.32%+13.8pp | 561.29%-518.2pp |
| Employer contribution / active EE | $1,342 | $3,615-62.9% | $3,023-55.6% | $4,660-71.2% |
| Participant deferral / active EE | $6,028 | $5,731+5.2% | $5,053+19.3% | $6,688-9.9% |
| Admin fee / account holder | $2,717 | $13,326-79.6% | $9,451-71.3% | $13,397-79.7% |