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 | $387,513 | $99,877+288.0% | $84,966+356.1% | $145,922+165.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 27.52% | 83.76%-56.2pp | 66.38%-38.9pp | 561.29%-533.8pp |
| Employer contribution / active EE | $1,904 | $3,231-41.1% | $2,727-30.2% | $4,660-59.1% |
| Participant deferral / active EE | $5,587 | $5,291+5.6% | $4,519+23.6% | $6,688-16.5% |
| Admin fee / account holder | $12,056 | $7,248+66.3% | $6,149+96.1% | $13,397-10.0% |