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 | $423,837 | $179,726+135.8% | $156,263+171.2% | $142,382+197.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 12.62% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,508 | $5,069-50.5% | $4,333-42.1% | $4,299-41.7% |
| Participant deferral / active EE | $9,183 | $6,956+32.0% | $6,158+49.1% | $6,507+41.1% |
| Admin fee / account holder | $3,031 | $17,272-82.4% | $14,255-78.7% | $12,624-76.0% |