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 | $348,879 | $127,065+174.6% | $113,168+208.3% | $142,382+145.0% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 15.85% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,998 | $3,442+45.2% | $2,975+68.0% | $4,299+16.3% |
| Participant deferral / active EE | $11,402 | $5,716+99.5% | $5,107+123.3% | $6,507+75.2% |
| Admin fee / account holder | $1,739 | $15,736-88.9% | $12,068-85.6% | $12,624-86.2% |