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 | $322,245 | $93,571+244.4% | $135,903+137.1% | $75,163+328.7% |
| Participation rate | 89.8% | 75.2%+14.6pp | 81.9%+7.9pp | 67.2%+22.6pp |
| Annual return | 15.90% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $7,792 | $3,537+120.3% | $4,856+60.5% | $2,670+191.8% |
| Participant deferral / active EE | $10,178 | $6,404+58.9% | $7,758+31.2% | $4,125+146.7% |
| Admin fee / account holder | $16,087 | $6,975+130.6% | $10,762+49.5% | $5,651+184.7% |