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 | $283,066 | $165,984+70.5% | $164,813+71.8% | $145,922+94.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.22% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,638 | $5,273-31.0% | $4,341-16.2% | $4,660-21.9% |
| Participant deferral / active EE | $6,345 | $6,959-8.8% | $6,031+5.2% | $6,688-5.1% |
| Admin fee / account holder | $887 | $16,648-94.7% | $12,690-93.0% | $13,397-93.4% |