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 | $406,570 | $106,515+281.7% | $96,683+320.5% | $139,434+191.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 13.19% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,935 | $4,103-28.5% | $3,737-21.5% | $4,751-38.2% |
| Participant deferral / active EE | $5,541 | $5,454+1.6% | $4,878+13.6% | $6,710-17.4% |
| Admin fee / account holder | $2,323 | $7,877-70.5% | $6,730-65.5% | $11,403-79.6% |