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 | $251,506 | $100,773+149.6% | $88,946+182.8% | $142,382+76.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 22.34% | 70.18%-47.8pp | 57.82%-35.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,486 | $2,918+19.5% | $2,555+36.4% | $4,299-18.9% |
| Participant deferral / active EE | $7,855 | $5,230+50.2% | $4,581+71.4% | $6,507+20.7% |
| Admin fee / account holder | $1,327 | $9,693-86.3% | $8,261-83.9% | $12,624-89.5% |