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 | $253,970 | $96,635+162.8% | $86,612+193.2% | $139,434+82.1% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 11.02% | 106.41%-95.4pp | 591.07%-580.1pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,472 | $3,263-54.9% | $3,022-51.3% | $4,751-69.0% |
| Participant deferral / active EE | $6,010 | $4,836+24.3% | $4,438+35.4% | $6,710-10.4% |
| Admin fee / account holder | $1,582 | $6,408-75.3% | $5,614-71.8% | $11,403-86.1% |