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 | $420,932 | $100,773+317.7% | $88,946+373.2% | $142,382+195.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 16.21% | 70.18%-54.0pp | 57.82%-41.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,692 | $2,918+60.8% | $2,555+83.6% | $4,299+9.1% |
| Participant deferral / active EE | $16,763 | $5,230+220.5% | $4,581+265.9% | $6,507+157.6% |
| Admin fee / account holder | $2,051 | $9,693-78.8% | $8,261-75.2% | $12,624-83.8% |