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 | $294,056 | $127,065+131.4% | $113,168+159.8% | $142,382+106.5% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 14.34% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,537 | $3,442+89.9% | $2,975+119.7% | $4,299+52.1% |
| Participant deferral / active EE | $14,694 | $5,716+157.1% | $5,107+187.7% | $6,507+125.8% |
| Admin fee / account holder | $4,793 | $15,736-69.5% | $12,068-60.3% | $12,624-62.0% |