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 7-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 | $391,502 | $185,822+110.7% | $169,993+130.3% | $139,434+180.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 18.78% | 60.50%-41.7pp | 53.37%-34.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,850 | $7,590-75.6% | $6,785-72.7% | $4,751-61.1% |
| Participant deferral / active EE | $17,625 | $11,622+51.7% | $10,408+69.3% | $6,710+162.7% |
| Admin fee / account holder | $2,807 | $15,381-81.7% | $12,815-78.1% | $11,403-75.4% |