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 | $277,478 | $59,805+364.0% | $79,550+248.8% | $68,494+305.1% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.5%+20.5pp | 67.9%+22.1pp |
| Annual return | 50.12% | -12.30%+62.4pp | 0.16%+50.0pp | -7.84%+58.0pp |
| Employer contribution / active EE | $1,700 | $1,505+13.0% | $2,413-29.6% | $2,596-34.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $514 | $4,835-89.4% | $6,832-92.5% | $5,403-90.5% |