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 | $266,734 | $104,974+154.1% | $95,585+179.1% | $142,382+87.3% |
| Participation rate | 72.2% | 75.0%-2.7pp | 72.1%+0.1pp | 80.1%-7.9pp |
| Annual return | 12.82% | 210.33%-197.5pp | 38.56%-25.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,786 | $2,779-35.7% | $2,527-29.3% | $4,299-58.4% |
| Participant deferral / active EE | $4,852 | $4,352+11.5% | $4,023+20.6% | $6,507-25.4% |
| Admin fee / account holder | $15,026 | $6,386+135.3% | $6,127+145.2% | $12,624+19.0% |