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 | $258,391 | $85,790+201.2% | $67,313+283.9% | $135,375+90.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | 8.61% | -0.54%+9.1pp | -4.08%+12.7pp | 519.73%-511.1pp |
| Employer contribution / active EE | $13,205 | $3,487+278.6% | $2,566+414.7% | $4,779+176.3% |
| Participant deferral / active EE | $11,261 | $4,651+142.1% | $3,568+215.6% | $5,609+100.8% |
| Admin fee / account holder | $1,702 | $6,392-73.4% | $4,507-62.2% | $10,827-84.3% |