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 | $454,015 | $148,534+205.7% | $135,903+234.1% | $139,434+225.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.38% | 79.19%-59.8pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,201 | $5,243-39.0% | $4,856-34.1% | $4,751-32.6% |
| Participant deferral / active EE | $12,722 | $8,100+57.1% | $7,758+64.0% | $6,710+89.6% |
| Admin fee / account holder | $3,779 | $12,400-69.5% | $10,762-64.9% | $11,403-66.9% |