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 | $370,386 | $177,572+108.6% | $154,803+139.3% | $142,382+160.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.63% | 65.07%-50.4pp | 58.88%-44.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,872 | $4,810-40.3% | $4,305-33.3% | $4,299-33.2% |
| Participant deferral / active EE | $8,171 | $6,272+30.3% | $5,540+47.5% | $6,507+25.6% |
| Admin fee / account holder | $3,544 | $16,786-78.9% | $14,329-75.3% | $12,624-71.9% |