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 | $393,908 | $104,974+275.2% | $95,585+312.1% | $142,382+176.7% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 14.61% | 210.33%-195.7pp | 38.56%-23.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,657 | $2,779-4.4% | $2,527+5.2% | $4,299-38.2% |
| Participant deferral / active EE | $6,067 | $4,352+39.4% | $4,023+50.8% | $6,507-6.8% |
| Admin fee / account holder | $831 | $6,386-87.0% | $6,127-86.4% | $12,624-93.4% |