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 | $301,735 | $127,065+137.5% | $113,168+166.6% | $142,382+111.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 38.46% | 24.03%+14.4pp | 24.27%+14.2pp | 217.08%-178.6pp |
| Employer contribution / active EE | $4,044 | $3,442+17.5% | $2,975+35.9% | $4,299-5.9% |
| Participant deferral / active EE | $23,361 | $5,716+308.7% | $5,107+357.4% | $6,507+259.0% |
| Admin fee / account holder | $4,409 | $15,736-72.0% | $12,068-63.5% | $12,624-65.1% |