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 | $401,315 | $238,490+68.3% | $180,183+122.7% | $142,382+181.9% |
| Participation rate | 71.4% | 82.3%-10.8pp | 77.4%-6.0pp | 80.1%-8.7pp |
| Annual return | 19.54% | 33.56%-14.0pp | 27.86%-8.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,900 | $6,143-20.2% | $5,039-2.8% | $4,299+14.0% |
| Participant deferral / active EE | $3,760 | $7,996-53.0% | $6,822-44.9% | $6,507-42.2% |
| Admin fee / account holder | $5,810 | $28,866-79.9% | $19,975-70.9% | $12,624-54.0% |