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 | $444,455 | $133,922+231.9% | $116,228+282.4% | $142,382+212.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 15.97% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,416 | $3,446-0.9% | $2,994+14.1% | $4,299-20.5% |
| Participant deferral / active EE | $15,015 | $5,672+164.7% | $4,953+203.1% | $6,507+130.7% |
| Admin fee / account holder | $1,611 | $14,945-89.2% | $11,989-86.6% | $12,624-87.2% |