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 3-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 | $401,187 | $214,378+87.1% | $200,582+100.0% | $142,382+181.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 22.41% | 46.41%-24.0pp | 42.33%-19.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,362 | $6,841-36.2% | $6,419-32.0% | $4,299+1.5% |
| Participant deferral / active EE | $9,884 | $9,865+0.2% | $9,331+5.9% | $6,507+51.9% |
| Admin fee / account holder | $832 | $17,692-95.3% | $16,305-94.9% | $12,624-93.4% |