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 | $256,515 | $104,974+144.4% | $95,585+168.4% | $142,382+80.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 13.30% | 210.33%-197.0pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,860 | $2,779-33.0% | $2,527-26.4% | $4,299-56.7% |
| Participant deferral / active EE | $4,805 | $4,352+10.4% | $4,023+19.4% | $6,507-26.2% |
| Admin fee / account holder | $1,103 | $6,386-82.7% | $6,127-82.0% | $12,624-91.3% |