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 | $311,860 | $112,096+178.2% | $95,952+225.0% | $158,922+96.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 15.25% | 171.09%-155.8pp | 91.61%-76.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,749 | $3,198-14.0% | $2,541+8.2% | $4,761-42.3% |
| Participant deferral / active EE | $3,775 | $4,784-21.1% | $4,167-9.4% | $5,982-36.9% |
| Admin fee / account holder | $1,203 | $10,130-88.1% | $6,795-82.3% | $11,246-89.3% |