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 | $351,624 | $227,553+54.5% | $189,557+85.5% | $167,490+109.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.25% | 78.40%-61.1pp | 64.17%-46.9pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,383 | $5,316-17.6% | $4,412-0.7% | $4,837-9.4% |
| Participant deferral / active EE | $4,748 | $7,002-32.2% | $6,174-23.1% | $6,341-25.1% |
| Admin fee / account holder | $1,866 | $11,878-84.3% | $9,807-81.0% | $12,309-84.8% |