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 | $319,638 | $111,754+186.0% | $103,333+209.3% | $145,922+119.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 32.42% | 24.77%+7.6pp | 24.88%+7.5pp | 561.29%-528.9pp |
| Employer contribution / active EE | $12,893 | $4,212+206.1% | $3,868+233.3% | $4,660+176.7% |
| Participant deferral / active EE | $13,135 | $5,619+133.8% | $5,057+159.7% | $6,688+96.4% |
| Admin fee / account holder | $68,864 | $9,750+606.3% | $8,355+724.3% | $13,397+414.0% |