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 | $271,550 | $100,773+169.5% | $88,946+205.3% | $142,382+90.7% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 15.57% | 70.18%-54.6pp | 57.82%-42.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,943 | $2,918-33.4% | $2,555-24.0% | $4,299-54.8% |
| Participant deferral / active EE | $5,754 | $5,230+10.0% | $4,581+25.6% | $6,507-11.6% |
| Admin fee / account holder | $17,539 | $9,693+80.9% | $8,261+112.3% | $12,624+38.9% |