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 6-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 | $352,533 | $111,754+215.5% | $103,333+241.2% | $145,922+141.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 18.52% | 24.77%-6.2pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,921 | $4,212-30.7% | $3,868-24.5% | $4,660-37.3% |
| Participant deferral / active EE | $8,761 | $5,619+55.9% | $5,057+73.2% | $6,688+31.0% |
| Admin fee / account holder | $3,304 | $9,750-66.1% | $8,355-60.4% | $13,397-75.3% |