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 | $286,971 | $106,515+169.4% | $96,683+196.8% | $139,434+105.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 25.59% | 38.43%-12.8pp | 35.69%-10.1pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,636 | $4,103-60.1% | $3,737-56.2% | $4,751-65.6% |
| Participant deferral / active EE | $14,952 | $5,454+174.1% | $4,878+206.5% | $6,710+122.8% |
| Admin fee / account holder | $6,159 | $7,877-21.8% | $6,730-8.5% | $11,403-46.0% |