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 | $271,887 | $115,770+134.9% | $101,248+168.5% | $158,922+71.1% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 15.51% | 56.14%-40.6pp | 46.47%-31.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $8,523 | $4,175+104.2% | $3,660+132.9% | $4,761+79.0% |
| Participant deferral / active EE | $9,189 | $4,957+85.4% | $4,370+110.3% | $5,982+53.6% |
| Admin fee / account holder | $37,505 | $7,245+417.7% | $5,945+530.8% | $11,246+233.5% |