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 | $258,650 | $114,381+126.1% | $107,525+140.5% | $142,382+81.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 30.31% | 242.71%-212.4pp | 181.32%-151.0pp | 217.08%-186.8pp |
| Employer contribution / active EE | $2,685 | $4,015-33.1% | $3,754-28.5% | $4,299-37.6% |
| Participant deferral / active EE | $6,057 | $5,564+8.9% | $5,116+18.4% | $6,507-6.9% |
| Admin fee / account holder | $54,290 | $9,860+450.6% | $8,919+508.7% | $12,624+330.1% |