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 | $272,258 | $88,751+206.8% | $81,812+232.8% | $145,922+86.6% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 15.02% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,918 | $3,083+124.4% | $2,912+137.5% | $4,660+48.5% |
| Participant deferral / active EE | $2,920 | $4,643-37.1% | $4,319-32.4% | $6,688-56.3% |
| Admin fee / account holder | $1,581 | $8,415-81.2% | $7,386-78.6% | $13,397-88.2% |