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 | $398,744 | $183,519+117.3% | $155,509+156.4% | $145,922+173.3% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 14.83% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,580 | $5,313-70.3% | $4,672-66.2% | $4,660-66.1% |
| Participant deferral / active EE | $8,432 | $6,462+30.5% | $5,626+49.9% | $6,688+26.1% |
| Admin fee / account holder | $119,985 | $19,313+521.3% | $15,912+654.1% | $13,397+795.6% |