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 | $298,148 | $107,334+177.8% | $92,893+221.0% | $152,861+95.0% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 16.46% | 145.58%-129.1pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,975 | $4,221-53.2% | $3,653-45.9% | $4,762-58.5% |
| Participant deferral / active EE | $2,636 | $4,845-45.6% | $4,236-37.8% | $5,850-54.9% |
| Admin fee / account holder | $1,553 | $7,079-78.1% | $5,794-73.2% | $11,596-86.6% |