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 | $404,345 | $162,781+148.4% | $133,956+201.9% | $158,922+154.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.37% | 41.94%-28.6pp | 45.09%-31.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,719 | $4,975-25.3% | $3,919-5.1% | $4,761-21.9% |
| Participant deferral / active EE | $6,773 | $5,911+14.6% | $5,048+34.2% | $5,982+13.2% |
| Admin fee / account holder | $9,647 | $11,736-17.8% | $8,927+8.1% | $11,246-14.2% |