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 8-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 | $411,339 | $117,983+248.6% | $101,794+304.1% | $142,382+188.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.09% | 36.92%-25.8pp | 30.53%-19.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $483 | $2,773-82.6% | $2,289-78.9% | $4,299-88.8% |
| Participant deferral / active EE | $9,411 | $4,714+99.7% | $4,084+130.4% | $6,507+44.6% |
| Admin fee / account holder | $4,914 | $10,433-52.9% | $8,777-44.0% | $12,624-61.1% |