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 | $317,561 | $117,983+169.2% | $101,794+212.0% | $142,382+123.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.59% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,280 | $2,773-53.8% | $2,289-44.1% | $4,299-70.2% |
| Participant deferral / active EE | $3,200 | $4,714-32.1% | $4,084-21.6% | $6,507-50.8% |
| Admin fee / account holder | $15,006 | $10,433+43.8% | $8,777+71.0% | $12,624+18.9% |