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 | $327,581 | $238,490+37.4% | $180,183+81.8% | $142,382+130.1% |
| Participation rate | 92.3% | 82.3%+10.0pp | 77.4%+14.9pp | 80.1%+12.2pp |
| Annual return | 17.11% | 33.56%-16.4pp | 27.86%-10.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,704 | $6,143-56.0% | $5,039-46.3% | $4,299-37.1% |
| Participant deferral / active EE | $17,186 | $7,996+114.9% | $6,822+151.9% | $6,507+164.1% |
| Admin fee / account holder | $9,209 | $28,866-68.1% | $19,975-53.9% | $12,624-27.1% |