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 | $277,285 | $152,587+81.7% | $125,175+121.5% | $152,861+81.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 15.27% | 54.84%-39.6pp | 43.79%-28.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $3,028 | $4,946-38.8% | $3,865-21.7% | $4,762-36.4% |
| Participant deferral / active EE | $17,600 | $5,868+199.9% | $4,937+256.5% | $5,850+200.8% |
| Admin fee / account holder | $2,826 | $13,434-79.0% | $9,702-70.9% | $11,596-75.6% |