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 | $260,438 | $106,515+144.5% | $96,683+169.4% | $139,434+86.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 19.26% | 38.43%-19.2pp | 35.69%-16.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,656 | $4,103-35.3% | $3,737-28.9% | $4,751-44.1% |
| Participant deferral / active EE | $10,289 | $5,454+88.7% | $4,878+110.9% | $6,710+53.3% |
| Admin fee / account holder | $503 | $7,877-93.6% | $6,730-92.5% | $11,403-95.6% |