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 | $395,469 | $177,572+122.7% | $154,803+155.5% | $142,382+177.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 22.63% | 65.07%-42.4pp | 58.88%-36.3pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,444 | $4,810-49.2% | $4,305-43.2% | $4,299-43.2% |
| Participant deferral / active EE | $5,914 | $6,272-5.7% | $5,540+6.7% | $6,507-9.1% |
| Admin fee / account holder | $1,338 | $16,786-92.0% | $14,329-90.7% | $12,624-89.4% |