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 | $491,001 | $179,726+173.2% | $156,263+214.2% | $142,382+244.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 19.78% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,186 | $5,069-76.6% | $4,333-72.6% | $4,299-72.4% |
| Participant deferral / active EE | $8,801 | $6,956+26.5% | $6,158+42.9% | $6,507+35.2% |
| Admin fee / account holder | $8,737 | $17,272-49.4% | $14,255-38.7% | $12,624-30.8% |