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 | $433,368 | $167,307+159.0% | $143,757+201.5% | $134,475+222.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 1.02% | 0.46%+0.6pp | -0.04%+1.1pp | 417.96%-416.9pp |
| Employer contribution / active EE | $12,888 | $5,619+129.4% | $4,951+160.3% | $4,740+171.9% |
| Participant deferral / active EE | $14,091 | $6,446+118.6% | $5,637+150.0% | $6,400+120.2% |
| Admin fee / account holder | $24,898 | $18,088+37.6% | $14,673+69.7% | $11,426+117.9% |