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 | $391,210 | $159,602+145.1% | $150,045+160.7% | $142,382+174.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.71% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,020 | $4,961-19.0% | $4,693-14.4% | $4,299-6.5% |
| Participant deferral / active EE | $11,305 | $8,310+36.0% | $7,997+41.4% | $6,507+73.7% |
| Admin fee / account holder | $5,206 | $14,846-64.9% | $13,435-61.3% | $12,624-58.8% |