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 | $276,195 | $116,175+137.7% | $93,606+195.1% | $152,861+80.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.98% | 35.96%-8.0pp | 32.76%-4.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,695 | $3,218-47.3% | $2,718-37.6% | $4,762-64.4% |
| Participant deferral / active EE | $12,854 | $4,603+179.2% | $4,069+215.9% | $5,850+119.7% |
| Admin fee / account holder | $516 | $10,748-95.2% | $7,888-93.5% | $11,596-95.6% |