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 | $263,903 | $101,069+161.1% | $81,478+223.9% | $147,584+78.8% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 20.94% | 32.40%-11.5pp | 38.78%-17.8pp | 578.55%-557.6pp |
| Employer contribution / active EE | $5,949 | $3,205+85.6% | $2,568+131.7% | $4,876+22.0% |
| Participant deferral / active EE | $9,110 | $4,242+114.8% | $3,537+157.6% | $5,439+67.5% |
| Admin fee / account holder | $4,250 | $5,812-26.9% | $4,561-6.8% | $10,885-61.0% |