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 | $512,888 | $148,534+245.3% | $135,903+277.4% | $139,434+267.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.38% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,411 | $5,243-73.1% | $4,856-71.0% | $4,751-70.3% |
| Participant deferral / active EE | $10,920 | $8,100+34.8% | $7,758+40.8% | $6,710+62.7% |
| Admin fee / account holder | $1,655 | $12,400-86.7% | $10,762-84.6% | $11,403-85.5% |