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 | $451,931 | $228,332+97.9% | $185,823+143.2% | $158,922+184.4% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.0%+13.6pp | 82.0%+9.7pp |
| Annual return | 22.89% | 40.80%-17.9pp | 35.95%-13.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $5,000 | $4,967+0.7% | $4,087+22.3% | $4,761+5.0% |
| Participant deferral / active EE | $14,604 | $6,415+127.7% | $5,632+159.3% | $5,982+144.1% |
| Admin fee / account holder | $989 | $11,864-91.7% | $9,500-89.6% | $11,246-91.2% |