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 3-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 | $404,749 | $183,519+120.5% | $155,509+160.3% | $145,922+177.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.62% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,590 | $5,313-51.3% | $4,672-44.6% | $4,660-44.4% |
| Participant deferral / active EE | $11,674 | $6,462+80.6% | $5,626+107.5% | $6,688+74.6% |
| Admin fee / account holder | $3,534 | $19,313-81.7% | $15,912-77.8% | $13,397-73.6% |