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 | $314,487 | $127,065+147.5% | $113,168+177.9% | $142,382+120.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.84% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,902 | $3,442+42.4% | $2,975+64.7% | $4,299+14.0% |
| Participant deferral / active EE | $3,137 | $5,716-45.1% | $5,107-38.6% | $6,507-51.8% |
| Admin fee / account holder | $2,593 | $15,736-83.5% | $12,068-78.5% | $12,624-79.5% |